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 traded securities. Sharefile is another digital tool that allows you to send and save files securely. In this short webinar, we’ll teach you how to leverage these tools so that you can quickly view statements, send and share files, and get a more comprehensive look at your investment performance. Join guest speaker Alan King, CFP®, Wealth Consultant at LifeTime Asset Management, as he gives a tour of these helpful financial tools. He’ll demonstrate how you can view all your account information in one place, and to send account details to your financial services team in an easy, secure way.
Alan King, CFP® – Alan King was born and raised in WV and has had an interest in money and accounting from an early age. Sidetracked by the allure of the newly introduced Radio Shack home computer while in high school, he started a long, successful career in Information Technology. He was able to rekindle that initial interest in the financial world with an exciting opportunity to join LifeTime Asset Management as an apprentice, planner’s assistant, and technology expert.
Alan finished high school at the top of his class and was graduated summa cum laude with a B. S. degree in Computer Science from West Virginia University Institute of Technology. Following graduation he moved to Research Triangle Park, NC and started a career in the IT industry working for two international leaders in telecommunications. His focus was on implementing complex solutions for mission critical telephone systems for high profile corporate and military customers. He was an expert in computer security analysis and certification.
Alan has a long-term, client relationship with LifeTime Asset Management and is fully committed to the goals that clients can work towards with a long-term, disciplined, diversified approach to financial confidence. Alan lives in Raleigh with his wife, Susan, and enjoys gardening, cooking, home improvement projects, golf/tennis/biking on Hilton Head Island, and spending time with their adorable canine rescue, Nutmeg.
About The LifeTime Learning Series
The LifeTime Learning Series offers short webinars on the 1st and 3rd Thursday of each month. Each session features a different topic, one that’s relevant to you and your financial future. (And don’t worry – educational content only. No product pitches allowed!) The sessions will all be free and open to the public, as part of LTAM’s commitment to offering financial literacy resources to the community. Learn more about the series and other upcoming topics by visiting The LifeTime Learning Series.