Part Five: Next Steps

Questions:

What do you feel you need most at this time in your life? *

Financial planning Tax planning Insurance Portfolio and asset allocation Estate planning

Thanks for joining us on our financial literacy journey.

Please reach out to us at McMillanWS@RichardsonWealth.com.

McMillan Wealth Financial Literacy Series: Building Literacy Skills on Education, Empowerment and Personal Growth

The Literacy Series” is a podcast dedicated to exploring the power of reading, writing, and education to transform lives. Each episode features conversations with experts, educators, and storytellers who share practical strategies, inspiring stories, and proven approaches to building strong literacy skills. Whether you’re an educator, parent, student, or lifelong learner, this series will help you discover new tools and insights to support literacy at every stage of life.

Introduction to our Financial Literacy Series

Part One:
Basic Financial Planning

Part Two:
Tax Planning

Part Three:
Investment Management

Part Four:
Estate Planning

Part Five:
Next Steps