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 third quarter newsletter features:
- Matt Glova Named to AdvisorHub’s Advisors to Watch List for 2025
- Leslie Gaddis Completes Whole Family Advisor Training
- Raleigh Clients Attend Mid-Year Market Update Presentation
- LifeTime Team Updates:
- Key Tax Provisions in the One Big Beautiful Bill Act
- New Policy for Verbal Confirmation for Client Distribution Requests
- 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