Our team is excited to celebrate the 1-year work anniversary of Tami Hollingsworth, our Operations Analyst, on November 30th! If you speak with Tami this month, make sure to congratulate her—she's made an incredible impact on our team in this past year, and we are so lucky that she joined our team in November 2020.

Please join us for a special evening at The 1818 Club. We will start with a cocktail reception followed by a seated dinner. You will meet our LifeTime Asset Management advisor team, including Matt Glova CFP®, Guy Swain CFP®, Alan King CFP® and Leslie Gaddis CFP®. Additionally, special guest speaker Ryan Sullivan, CFP®, Managing Director, ...

Do you have questions about family wealth management? Interested in stories and strategies for families who want to transfer wealth successfully? Join us for an engaging and informative webinar, featuring guest speaker Doug Orton, Vice President, Business Development Consultant, at MFS®. Doug will discuss common reasons why wealth sometimes fails to transfer between generations. He'll ...

This webinar was held on Thursday, Apr. 1st. U.S. fiscal policy response to the pandemic has been enormous, and likely necessary, but it also has accelerated the build-up of Federal government debt. According to the CBO, federal debt, which reached 100% of GDP in the last fiscal year, is expected to rise to a record ...

This webinar was held on Thursday, Apr. 15th. Are you eligible to have your federal student loans forgiven or reduce your monthly student debt bill? What potential programs may be on the horizon for federal student loan forgiveness? Join this webinar to find out. Featuring guest speaker Leslie Gaddis, who’s both a CERTIFIED FINANCIAL PLANNER™ ...