
WorthPointe advisor John Chapman recently was the special guest on LD Expert Live, a weekly YouTube show hosted by Jill Stowell, founder of Stowell Learning Centers. The focus of their conversation was how families can manage the additional costs of securing outside services for their children with learning challenges.
In addition to noting the importance of being proactive and starting with the end in mind, John provided plenty of other great kernels of information. Listen here.
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Other articles filed under LA/OC CFP Team Posts
Proactive Estate Planning
February 18, 2021 - No one likes to talk about their own death, so estate planning is something often put off—or not done at all—with unfortunate consequences. WorthPointe advisor John Chapman talks with estate planning attorney Darlynn Morgan about why it’s so important to...
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Presidential Elections and Investing
November 2, 2020 - With the 2020 election just around the corner, many people may be wondering how the stock market might react and if they should be reviewing their investments leading up to November 3. Understanding that, WorthPointe advisor John Chapman dedicated a...
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5 Myths About Retirement Planning
October 28, 2020 - As I work with more people to help them plan for retirement, I realize there are a lot of myths floating around about the planning process. Here are five of them — debunked. Myth 1: A financial advisor will help...
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Educate Yourself Before Using Stop-Loss
August 4, 2020 - Given the recent market volatility, WorthPointe advisor John Chapman has received many calls from clients who wonder if it’s a good idea to set a limit on their downside by using a stop-loss order. In an educational video, he discusses...
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Managing Education Costs For Learning Challenged Students
August 2, 2020 - WorthPointe advisor John Chapman recently was the special guest on LD Expert Live, a weekly YouTube show hosted by Jill Stowell, founder of Stowell Learning Centers. The focus of their conversation was how families can manage the additional costs of...
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- Expert Strategies For Tackling Your Student Debt
- Educate Yourself Before Using Stop-Loss