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

See our complete Q3 2023 LifeTime newsletter here. Enjoy!