LifeTime Asset Management is pleased to announce the hire of John Puckett, CFP®, MBA as the newest member of our Wealth Consulting team. John will also serve as our firm’s Chief Investment Officer and lead our office in Suwanee, GA. As primary Wealth Consultant in our Georgia office, John will work closely with our clients [...]
LifeTime Asset participated in Tee It Up! For a Cure this past September, and they recently reached out to us to let us know with support of all participants $55,000 was raised to be equally distributed to the Breast Cancer Research programs at Duke, UNC and Wake Forest Universities! We are thankful for the opportunity [...]
Our inaugural Next-Gen Symposium was a success! We discussed a variety of subjects such as student loans, smashing debt, credit, and mortgages. We already have our next one planned so if you’re a millennial or you know one that could benefit from it mark your calendar for February 18th, 2020! Also check out http://lifetimeasset.cents123.com/ for [...]
We’ve included some new helpful information and other great content. Check it out below! https://lifetimeasset.com /wp-content/uploads/2020/01/Q4-2019-article.pdf
On Monday, September 23rd LifeTime participated in the annual Tee It Up! For A Cure Golf Tournament. This event sponsors The Chapel Hill Breast Cancer Foundation and has donated more than $1 million in support of breast cancer research!
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! https://lifetimeasset.com /…/…/02/Forbes-2019_BestInState1.pdf