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