Communication

Welcome to the latest version of our WAG Quarterly Newsletter! This month is financial literacy month and we have filled our newsletter with information to help you and your family gain more knowledge about financial planning. Don’t forget to check out WAG on the Move to learn about how our WAG family is growing.

In this edition:

WAG on the Move: Logan passes CFP exam & Meet new baby Elaine O’Connell
Tax Corner: Tax-Smart Charitable Giving
Tech Corner: Are You On Track?
Financial Planning: Teaching Your Kids About Money? 5 Life Lessons That Can Help

To read the full issue click here.

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