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