In addition to focusing on a concentrated curriculum of continuing education while at the Dynasty Investments Forum in Nashville last week, Joseph, Nathan, and Steve were also able to mix in some fun, spending their last evening there soaking in an American historical landmark, on stage at the Grand Ole Opry!
Monthly Archives: April 2018
Preparing Your Children to be Financially Literate Adults
(and steer clear of your mistakes) As a wealth manager, it is very important I learn about and become intimate with clients’ short and long-term personal and financial goals as I share conversations and build relationships with them. I also often learn about their frustrations and regrets regarding past financial decisions. During these sometimes difficult …
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“Test Drive a Tesla” Client Appreciation Event
Twelve TPW clients and friends joined us for our most recent “Test Drive a Tesla” appreciation event at the local Tesla dealership in Rocklin. Everyone was “charged up” for the opportunity to sit in, examine, and test drive these amazing electric vehicles, and nobody left disappointed after experiencing Tesla’s raw acceleration, taking their test drive …
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