We've included some new helpful information and other great content. Check it out below! 2019 Q3 Newsletter
Our 2nd annual Retirement Symposium that took place on June 27th was a huge success. We covered a variety of topics including Medicare, Social Security, Long-term care, and Retirement Distribution strategies. We hope everybody that attended enjoyed the presentation and took a lot away from it. We are already looking forward to next years presentation.
Q2 2019 Newsletter Print Copy
This past weekend we had our annual shred event! The event was a success and we ended up raising $1,310 which LifeTime matched for a total of $2,620 that was donated directly to the Boys & Girls Clubs serving Wake County! Thank you to everyone that came out and showed support. See you next year!
We are excited to share that our own, Mathew Glova has been named to Forbes Best-in-State Wealth Advisors List for 2019! This is a great recognition that reflects all of the hard work Matt puts in. Click the link below to find out more! http://lifetimeasset.com/…/…/02/Forbes-2019_BestInState1.pdf
This February, Mathew Glova and Guy Swain attended a study group conference in Omaha, NE. The events were put on by Cornerstone Study Group which Matt is a member of and Pinnacle Study Group which Guy is a member of. The goal of these study groups is to bring together successful financial professionals and provide [...]
Happy Holidays from the LifeTime Asset Management family! The holiday season is a time to cherish loved ones and appreciate all that we have been blessed with. We are beyond grateful to all our new and existing clients, who we have gotten the chance to form or grow relationships with over the past year. Here [...]
Christine DeSena returned to NC and joined LifeTime Asset Management in November 2018. Christine was born and raised in WV and graduated from Fairmont State University. Following graduation, she moved to NC for several years before leaving for family job relocations which eventually landed her in Tampa, FL. She recently decided it was time to [...]
The LifeTime Asset Management team is excited to welcome Noah to our team as our new marketing intern. Noah is currently a Junior at NC State University, majoring in Marketing. He has a current major GPA of 3.6. Noah enjoys being an active member of the community whether it be cheering on Wolfpack sports, or [...]
This summer, Wealth Consultant Lorraine was appointed by North Carolina Governor Roy Cooper to the Supplemental Retirement Board of Trustees. This vital board oversees the NC 401(k)/457 plans and the NC 403(b) program for active and retired public employees. In North Carolina, 1 in 8 working citizens is a member of the NC Retirement Systems, [...]