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


12726 Coldwater Road
Fort Wayne, IN 46845

P 260.619.3100   |   F 260.619.3609

12726 Coldwater Road | Fort Wayne, IN 46845

P 260.619.3100   |   F 260.619.3609

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