On March 14th, Evelyn is speaking on a panel regarding “How the New Administration May Affect Your Investments, Your Estate, and Your Tax Bill.” This evening event is going to be held at the Center Club and is sponsored by WomanSage and WISE. If you’re interested in attending or would like to learn more, click here. Between now and then, she and Mark will be running an exciting race in Bhutan. Stay tuned for photos and stories in our March blog digest!
Kevin will be co-presenting with insurance consultant, Fred Giron, at the Financial Planning Association (FPA) of Orange County education meeting in May. The working title of the presentation is “A Property and Casualty Review for Your Clients” and approximately 250 financial advisors are expected to attend the event. They will discuss the Inspired Financial process, the analysis, how to identify pitfalls, make recommendations, and how to communicate that to the client.
We are happy to announce that Leslie got married this month to her longtime love, JJ! We wish the new Mr. and Mrs. all the best as they embark on this wonderful new journey together.
Also, a very special time for Beth’s husband, Fred, as this month he became an American citizen!
As many of you know, our firm has a particular expertise in service women in transition. Evelyn was recently featured in a video (3:39 minutes)
that describes how we serve these ladies and their families. The video was produced by TD Ameritrade
to illustrate to other advisors the benefits of designing a client experience around a niche and how to tailor services to best serve that group.