Welcome to the latest version of our WAG Quarterly Newsletter! This newsletter features the movement of people and ideas in our office. This quarter we spent significant time outlining six parts of the SECURE Act that we believe could impact our clients regarding retirement and tax planning. Learn about a new software we’ve employed to automate client appointment reminders. Finally, our client spotlight covers affordable fun- with a feature on John and Carma Link and their adventures in Hawaii!
In this edition:
- WAG on the Move:
- WAG Christmas Party
- Tech Corner:
- Appointment Reminder- Coming Soon…
- Tax and Legislation/Financial Planning:
- The SECURE Act- 6 changes you should know about.
- WAG Client Spotlight:
- John and Carma Link- Making Hawaii Affordable