These client focused Office Hours will be held twice per month on Friday mornings. They are meant as a brief informational session for any of our clients who have questions or concerns, or simply want to hear a brief update. You can login in right from home on our Zoom platform. 

The format will be as follows:

• *A brief Update on the Economy/Investment Markets
• *Mailbag: One Specific Financial Planning Topic brought about by a client question (please send in topics you would like covered)
• *What's On Your Mind: A brief Q&A session for attendees

3rd Quarter is focussed on Estate Document maintenance. 

This webinar is designed to provide accurate & authoritative information on the subjects covered. It is not, however, intended to provide specific legal, tax, or other professional advice. For specific professional assistance, the services of an appropriate professional should be sought.