Disclosure

The information shared during Ian Sheridan Financial Planning educational calls and sessions is intended only to provide general financial education, for informational purposes only. The information and opinions shared should not be regarded as objective facts. Ian Sheridan Financial Planning cannot guarantee that content is accurate and updated to reflect changes in legislation, financial data, or opinion.

Content shared during educational calls and sessions does not provide financial, tax, legal, or any professional advice. Personal financial decisions should not be implemented based on the content of these calls or sessions. Do not act upon any information without first consulting a licensed investment, tax, or legal professional.

Ian Sheridan, the presenter of this content, is a candidate for CFP, meaning he is in training to become a certified financial planner — he has passed the CFP board exam and is currently completing his required experience hours.