LifeTime publishes a quarterly newsletter with a compilation of topics, from happenings at LifeTime to market news and updates. It’s worth a look!
Our first quarter newsletter features:
- LifeTime Ranked in Forbes’ Best-In-State Wealth Management Teams for 2025
- LifeTime Voted Amongst Best Local Business by WRAL in Voter’s Choice Award for 2024
- LifeTime’s Suwanee Office Listed as Best of Gwinnett for Financial Advising in 2024
- Hosting TWO Shred Events this Spring: April 12 for Suwanee and May 10 for Raleigh
- MLK Jr. Giving Back Day: Team Volunteers at Note in the Pocket
- Wilmington Office Hosts Meet & Greet Event in February
- LifeTime Team Updates:
- No Texting Rule Between Advisor and Client
- Tax Season Update from LTTM Team
- Examples of What the IRS is Looking Out For on Returns
- You can write a Google Review for LifeTime, your Wealth Consultant or Tax Advisor!
- News You Can Use Library with Articles on Important Topics to you
- Now is the time to “Go Paperless”
- Market update with City National Rochdale’s Speedometers
- Market Thoughts Video by Brad McMillan, Commonwealth’s Chief Investment Officer