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Rdm

RDM Financial Group
(203) 255-0222
www.rdmfinancial.com

MEET RDM FINANCIAL GROUP
Barron’s Best-In-State Wealth Advisor (2024)
Forbes Best-In-State Wealth Advisor (2023)
AdvisorHub 100 Advisors to Watch (2023)

Who we are…

Managing wealth in today’s market is complex.

We help you achieve your financial goals throughout your life.
Our team’s strengths and specialties include financial planning,
risk management analysis, investments, experience in family
office needs and decades of astute financial administration.

Most importantly, you’ll find that our team upholds and
exemplifies values of trust, financial stewardship and excellence
in client service.

For more information, please visit: https://rdmfinancial.com/services.htm

Archived Webinars

EXPANDED BOI RULES (CTA): WHAT YOU NEED TO KNOW FOR 2024 AND BEYOND
Recorded Date April 25, 2024  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Business Law  Course Level Basic      Who Should Attend Attorney, Bookkeeper, CFO / Controller, CPA - small firm, CPA - medium firm, CPA - large firm, Real Estate Professional, Small Business Owner