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 third quarter newsletter features:
- Matt Glova, CFP®, Named to AdvisorHub’s 200 Fastest Growing Advisors to Watch List for 2023
- LifeTime Hosted Its First Annual All-Hands Team Meeting
- You can provide a Testimonial for LifeTime, your Wealth Consultant or Tax Advisor!
- Clients & Guests Enjoyed Mid-Year Outlook Event by City National Rochdale
- Welcome new Staff Accountant, Ben Walden
- Josie Jiang, CPA, CFP®, Appointed as Diversity & Inclusion Director with FPA of the Triangle
- LifeTime Team Members Participate in Q&A Panels with NCCEE
- Rebecca Crumpler and Josie Jiang Graduate from Athena of the Triangle’s Emerging Leaders Program
- Student Loan Repayments Set to Resume October 1, 2023
- 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
- Client Spotlight on Dean & Sue Edwards and Ginny Meihaus