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
10/7 – The SECURE ACT
10/14 – Required Minimum Distributions (RMDs)
10/21 – Roth Conversions
10/28 – Importance of keeping a family binder
11/4 – Qualified Charitable Distributions (QCDs)
11/11 – Importance of designating beneficiaries
11/18 – Should I diversify my assets with different advisors
If you have any questions or would like information, please contact us.