Relationships Built Upon a Foundation of Knowledge
The most important thing in our business is our relationship with our clients. One of the ways we work toward this ideal is to provide educational opportunities. We help to broaden our client’s understanding of wealth management in several ways including client meetings, our newsletter and also in our educational seminars. We’ve hosted several seminars over the past two years including:
- Political implications of the 2012 election
- Saving for your children or grandchildren’s education
- Am I going to outlive my money?
- In-depth retirement planning
Our most recent seminar was: Unraveling the World of Financial Products.
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