‘Tis the Season of Charitable Giving and Tax Planning
Ashley Copp, CFA, Wealth Management Advisor | Brooke Boone, Wealth Management Associate | Saturday, November 26, 2016
With the holidays and year end quickly approaching, ’tis the season of detailed tax planning and gift giving. Giving funds to those less fortunate or causes you are passionate about, while capturing a tax benefit offers a winning…
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Five Pillars to Managing Longevity
Erik Nelson, Wealth Management Associate | Carolyn Taylor, Founding Partner, President | Thursday, October 27, 2016
As technology has advanced and improvements in diet, medicine and education have grown, one trend that is very apparent is people are living longer. Increasing longevity may also create financial, lifestyle and family relationship…
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Strategies for Retirement: Trending Industry Topics to be Aware Of
Cole Hansen, Wealth Management Associate | Carolyn Taylor, Founding Partner, President | Thursday, September 22, 2016
What retirement plans and trending industry topics you need to be aware of to achieve your personal retirement goals. An adviser at Weatherly can assist with selecting an optimal retirement plan, providing strategic investment…
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Estate Planning: From Basic to More Complex and In Between
Candise Holmlund, CFA, CFP®, TEP, Senior Consultant, Partner | Brett Sampiere, Wealth Management Associate | Thursday, July 28, 2016
Estate planning isn’t glamorous but it is necessary for everyone to think about – not just the wealthy.
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The Financial Industry and What You Need to Know
Miranda Duggan, Administrative Assistant | Lindsey Fiske Thompson, Strategic Operations Advisor | Wednesday, June 15, 2016
It has become increasingly important to understand the different types of services and fees within the umbrella of the financial industry.
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