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 second quarter newsletter features:
- Upcoming transition from Broker-Dealer Commonwealth to LPL Financial
- Matt Glova honored in Forbes Best-In-State Wealth Advisor list for 2026!
- LifeTime earns spot on Inc. Regional Mid-Atlantic Fastest Growing Company list for 2026
- 2026 Shred for a Cause Event Recap
- Client Appreciation Event at Durham Bulls Ballpark
- International Women’s Day Give Back Event
- Heather Poe promoted to Client Experience & Operations Specialist
- Tax Talk: Influx of IRS Tax Notices
- 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