Tune in to our most recent seminar to hear our financial advisory team discuss many topics:
- Firm updates
- A Recap of 2020
- The Benefits of Using a Financial Advisor: aka Advisor’s Alpha
- The TD Ameritrade/Charles Schwab merger
- What’s happening in the Economy?
- What changes are happening in the investment world?
- What investment options are we monitoring?
- How to prepare your life for an emergency.