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Kovalcik & Geraghty Wealth Partners
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Resources

Politics and Your Portfolio February 18, 2021

https://secureservercdn.net/198.71.233.83/sgn.fdc.myftpupload.com/wp-content/uploads/2021/02/Politics-and-your-Portfolio.mp4

Capital Markets Webinar January 7, 2021

https://secureservercdn.net/198.71.233.83/sgn.fdc.myftpupload.com/wp-content/uploads/2021/01/rcrecord_0.mp4

Capital Markets Webinar May 3, 2020

https://secureservercdn.net/198.71.233.83/sgn.fdc.myftpupload.com/wp-content/uploads/2020/05/rcrecord_0.mp4

Capital Markets Webinar April 22, 2020

https://secureservercdn.net/198.71.233.83/sgn.fdc.myftpupload.com/wp-content/uploads/2020/04/rcrecord_0.mp4

Capital Markets Webinar March 31, 2020

https://secureservercdn.net/198.71.233.83/sgn.fdc.myftpupload.com/wp-content/uploads/2020/03/rcrecord_0-2.mp4

New Client Forms

KGWP Firm Brochure – March 2019 Final
Financial Planning Agreement
Investment Advisory Agreement

Financial Planning Documents

Life Planning Questionaire (LPQ)
Living Expenses Worksheet

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