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 Forbes Best-In-State Team for 2026!
- LifeTime’s Georgia office has MOVED to John’s Creek
- MLK Giving Back Day at Note in the Pocket
- Client Appreciation Event at Durham Bulls Ballpark
- 13th Annual Shred for a Cause Shred Event
- Chloe Ruddo Earns CFP
- Will Martin Promoted to Director of Retirement Operations
- Alan King Celebrates 10 Years with LifeTime
- Tax Talk: Babies & Seniors
- Best Contact for Different Requests Summary
- 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 Chris Fasciano, Commonwealth’s Chief Market Strategist