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Selective has partnered with MoneyPickle solely to facilitate connections between individuals and financial advisors for discussions regarding individual's personal financial situations. Selective is not affiliated with MoneyPickle in any way, and the views, advice, or actions of advisors connected through MoneyPickle do not represent the views, positions, or policies of Selective. Selective is not liable for any advice provided by or actions taken by advisors connected through MoneyPickle, nor for any outcomes resulting from such advice or actions. Money Pickle is a non-client promoter and compensates Selective for any connections made by webinar attendees irrespective of whether they become clients through their process. Selective is compensated $200 per connection. This compensation does not result in a material conflict of interest. To read more about MoneyPickle's process, see their disclosure here: Disclosures.
Selective Wealth Management, Inc. (Selective) is an SEC registered investment advisor. This presentation is for educational purposes only. Opinions or points of view expressed in this presentation represent the view of the presenter(s), and does not necessarily represent the official position or policies of Selective. Nothing in this presentation constitutes legal advice and the content is for education purposes only. Selective is not liable for the actions taken in response to this webinar. Detailed consul with regards to your unique situation should be sought in a separate meeting. For more information, please visit www.selectivewealthmanagement.com.