LifeTime publishes a quarterly newsletter with a compilation of topics, from happenings at LifeTime to market news and updates, from a client spotlight feature to client polls and trivia. It’s worth a look!

Our second quarter newsletter features:

  • Courtney Campbell, CPA, Retires from a Long and Esteemed Career
  • Matt Glova, CFP®, Named Forbes’ Best-In-State Wealth Advisor for 2023, a fifth consecutive year
  • You can provide a Testimonial for LifeTime, your Wealth Consultant or Tax Advisor!
  • Special Mid-Year Outlook Event coming up on July 26
  • Welcoming our new Office Administrator, Angie McLinton, and Wealth Consulting Assistant, Kevin McKinney
  • LifeTime Pays for Client PPS Platform Fees
  • Market update with City National Rochdale’s Speedometers
  • Market Thoughts Video by Brad McMillan, Commonwealth’s Chief Investment Officer
  • Tax Talk article
  • Client Spotlight on Carolyn Rhinebarger

See our complete Q2 2023 LifeTime newsletter here. Enjoy!