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Our first priority is our relationship with our clients and our community.  Each month we host different educational seminars to provide valuable and relevant information for our community.  Our speakers come from a wide array of backgrounds and are experts in their given field.  It is our responsibility to our clients to provide them with the resources and information they will need to continue on their journey of Responsible Wealth.

On a monthly basis, we host Wisdom Wednesday webinars that is available to the public that provides perspective on various topics of finance, current market conditions, and how to best navigate through an ever-changing economy. The goal of Wisdom Wednesday is to keep you informed on financial matters that play a role in your overall financial wellness.

Wisdom Wednesday for March

Wisdom Wednesday for March

Topic: The Academic Side of Investing

Speakers: Frank Congilose of C&A Financial Group and John Resnick of Efficient Advisors

Date: Wed.,March 29, 2023

Time: 6:00pm-7:00pm ET

Topics Covered:

  • Structured investing based on academic discipline
    Pursuing ideal outcomes
    Interest Rates & Fees
    Distribution of US market returns

Please register to receive the Zoom link.