Welcome to the latest version of our WAG Quarterly Newsletter! This newsletter features the movement of people and ideas in our office. In this edition, check out our newly added Retirement Corner that discusses Longevity Planning for retirement and the 8,000 days ahead. Don’t miss our client spotlight, where you can learn about the urgent need of our friend and client, Lynn Camino who suffers from PKD (polycystic kidney disease).

In this edition:

  • WAG on the Move: RIA Conference
  • Tax Corner: Red Flags that Can Trigger an IRS Audit
  • Tech Corner: Enhancements to WealthTrek, our Financial Planning Platform
  • Retirement Corner: 8,000 Days of Retirement- Longevity Planning
  • Client Spotlight: Lynn Camino

To read the full issue click here.

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