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 join Patrick in welcoming a new baby girl! Learn about some year-end tax reminders, how a financial plan can benefit you, and check out WAG’s new website.
In this edition:
WAG on the Move: Welcome Winnie O’Connell!
Tech Corner: The “New” Wealth Advisors Group Brand and Website
Tax and Legislation: Year-End Reminders
Financial Planning Corner: Important Questions a Financial Plan Can Help You Answer
Retirement Planning Corner: Medicare Open Enrollment
Client Spotlight: Chad Stuckey
To read the full newsletter click here: October 2020 Newsletter