New Investment Educational Series

Join us for an exciting new program, our fall educational series “The Strike Zone” hosted by Greg Storen. This 7-week long virtual series will focus on investment and financial strategy hot topics that will help guide you along a healthy financial path.

When: Wednesday mornings in October and November for 7-weeks
Time: 15 minutes via Zoom, beginning at 10:00 am

October

10/7 – The SECURE ACT
10/14 – Required Minimum Distributions (RMDs)
10/21 – Roth Conversions
10/28 – Importance of keeping a family binder

November

11/4 – Qualified Charitable Distributions (QCDs)
11/11 – Importance of designating beneficiaries
11/18 – Should I diversify my assets with different advisors

Login Details

Simply click this link to launch the Zoom meeting each week at 10am. Click here to learn more about Zoom

If you have any questions or would like information, please contact us.

 

 

Presented by Greg Storen, MBA – Financial Advisor, Senior Tax Professional

Learn more about Greg and the rest of the Storen Financial team here.