Optimizing Your Cash Flow for Greater Financial Flexibility

In this podcast, Mary Ragsdale, Director of Private Banking Strategy, and Sean Faeth, Director of Private Banking Solutions, discuss credit strategies that can help manage cash flows to more efficiently meet your financial needs.

 



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This information is for educational purposes only and should not be used or construed as financial advice, an offer to sell, a solicitation of an offer to buy, or a recommendation for any security. Wells Fargo does not guarantee that the information supplied is complete or timely, undertake to advise you of any change in its opinion, or make any guarantees of future results obtained from its use.

Wells Fargo & Company and its affiliates do not provide legal advice. Please consult your legal advisors to determine how this information may apply to your own situation. Whether any planned tax result is realized by you depends on the specific facts of you own situation at the time your taxes are prepared.

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Mary Ragsdale

Director of Private Banking Strategy



Sean Faeth

Director of Private Banking Solutions



Optimizing Your Cash Flow for Greater Financial Flexibility
July 30, 2013

In this podcast, Mary Ragsdale, Director of Private Banking Strategy, and Sean Faeth, Director of Private Banking Solutions, discuss credit strategies that can help manage cash flows to more efficiently meet your financial needs.

 

 

Wells Fargo & Company and its affiliates do not provide legal advice. Please consult your legal advisors to determine how this information may apply to your own situation. Whether any planned tax result is realized by you depends on the specific facts of your own situation at the time your taxes are prepared.

Wells Fargo Wealth Management provides financial products and services through Wells Fargo Bank, N.A. and their various affiliates and subsidiaries. The information and opinions in these reports were prepared by the Investment Management arm of Wells Fargo Private Bank, a part of Wells Fargo Wealth Management and a division of Wells Fargo Bank, N.A.

Investments discussed in these reports may not be insured by the Federal Deposit Insurance Corporation and may be unsuitable for some investors depending on their specific investment objectives and financial position. These reports are not an offer to buy or sell, or a solicitation of an offer to buy or sell the securities or strategies mentioned.

Brokerage services offered by Wells Fargo Advisors, LLC. Wells Fargo Advisors, LLC, Member SIPC is a registered broker-dealer and separate non-bank affiliate of Wells Fargo & Company.

 

Investment Products: Not FDIC Insured, No Bank Guarantee, May Lose Value.