Date: February 25, 2020
Time: 12:15 pm - 1:00 pm

Please join us for our Quarterly Conference Call on Tuesday, February 25, 2020.

  •  Market Update

  • Planning 2.0

The next level of comprehensive planning!

To join the call dial (844) 844-0065, use access code 778880.

Speakers:

Greg Weimer & Jim Wilding – Partners, Confluence Financial Partners / Wealth Manager, RJFS

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

If you have a question you would like addressed on the call please contact us:

Recent Posts

More From the Blog
Jul 29, 2021

Confluence Commentary

5 Benefits of working with a Registered Investment Advisor by Jackson Elizondo Working with a Registered Investment Advisor (RIA) is desirable for high-net-worth individuals, families, and institutions for the personal, unbiased, and tailored advice to their unique financial situation. They have a fiduciary duty to act in your best interest while providing comprehensive financial services to meet your goals. What is an RIA: A Registered Investment Advisor is a firm registered with the Securities and Exchange Commission (SEC) that provides clients…
Read More
Jul 29, 2020

Confluence Commentary

Why dividends will continue to be an important part of your portfolio... Investing in stocks is a good…
Read More
Jul 09, 2020

New Downtown Pittsburgh Location – One PPG Place, Suite 2420 Pittsburgh, PA 15222


Read More