Upcoming and Recent Events
- February042021
1st Thursday in February: Feb. 4th, 4pm Featuring Alan King, CFP®, Wealth Consultant, LifeTime Asset Management. Investor360° is a digital tool that displays your investment account information and monthly statements in one secure location. You can also use Investor360° to send secure messages to your financial advisor and get real-time price quotes and charts for ...
- February182021
3rd Thursday in February: Feb. 18th, 4pm Featuring Meike Wiest, Arosa. Hosted by Leslie Gaddis, CFP®, CSLP®, MBA, Wealth Consultant, Director of Financial Planning Services, LifeTime Asset Management. Join us for a timely discussion about resources you may want to consider if you currently support, or if you may soon support, aging relatives. Caregiving responsibilities ...
- March042021
1st Thursday in March: Mar. 4th, 4pm Featuring Dan Flynn, Prosperity Home Mortgage. Hosted by Guy Swain, CFP®, Wealth Consultant, LifeTime Asset Management. Do you know someone who is thinking about buying their first home? Are you looking into the possibility of first-time home ownership? Join us for a webinar featuring Daniel Flynn, an experienced mortgage ...
Recent Events
- January212021
3rd Thursday in January: Jan. 21st, 4pm Featuring Dr. Mike Walden, Professor, NC State University. Hosted by Guy Swain, CFP®, Wealth Consultant, LifeTime Asset Management. How has the pandemic changed our economy, and what can we expect next? Join us for The Economy During and After the Pandemic with guest speaker Dr. Mike Walden, a ...
- January072021
This webinar was held on Jan. 7th, 2021. Featuring Leslie Gaddis, CFP®, CSLP®, MBA, Wealth Consultant and Director of Financial Planning Services at LifeTime Asset Management. Hosted by Matt Glova, CFP®, Wealth Consultant, LifeTime Asset Management. Click here to download the Slides for the Budgeting Tools and Tips Webinar. New year, new look at ...
- December032020
This webinar was held Dec. 3rd, 2020. Featuring two speakers from LifeTime Tax Management: Courtney C. Campbell, CPA, and Mark Girimonte, CPA | Hosted by Jonathan Shepard. Join us for an overview of year-end tax planning strategies. This webinar discusses the latest tax and investment issues that impact individuals, families, and businesses and identify year-end ...
- November192020
This webinar was held November 19th, 2020. Recording now available! Speaker: Seth Cutler | Host: Alan King, CFP® 'Tis the season for online holiday shopping. But it’s also the most wonderful time of the year for hackers. Join us for a review of cybersecurity best practices, tips on how you can keep you and your ...
- November052020
Join Heather Zack, Team Lead of the Advanced Planning department at Commonwealth, to learn about charitable planning opportunities that you may want to consider as we head into the end of the year. This webinar will highlight some common charitable giving vehicles and strategic charitable planning opportunities that may be beneficial. We'll also review the ...
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Join guest speaker Alan King, CFP®, Feb 4th at 4pm as he gives a tour of Investor360° and Sharefile. In this short… https://t.co/lc88SR120j- DON'T MISS IT! TODAY'S WEBINAR: 𝗧𝗵𝗲 𝗘𝗰𝗼𝗻𝗼𝗺𝘆 𝗗𝘂𝗿𝗶𝗻𝗴 𝗮𝗻𝗱 𝗔𝗳𝘁𝗲𝗿 𝘁𝗵𝗲 𝗣𝗮𝗻𝗱𝗲𝗺𝗶𝗰 with guest speaker Dr. Mike Walden, a Wil… https://t.co/nj9xNjFe6Z
- Join us for 𝗧𝗵𝗲 𝗘𝗰𝗼𝗻𝗼𝗺𝘆 𝗗𝘂𝗿𝗶𝗻𝗴 𝗮𝗻𝗱 𝗔𝗳𝘁𝗲𝗿 𝘁𝗵𝗲 𝗣𝗮𝗻𝗱𝗲𝗺𝗶𝗰, an upcoming #webinar with guest speaker Dr. Mike Walden, a W… https://t.co/e9T5P8Ra1O
