Date: July 24, 2018
Time: 12:15 pm

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

Topics

  • Market Update
  • “Did you know?”
  • Questions

Speakers

Greg Weimer and Jim Wilding

Partners, Confluence Financial Partners / Wealth Managers, RJFS

If you have any questions or topics you would like us to address on our call, please email us at ConfluenceFinancialPartners@ConfluenceFP.com

Recent Posts

Redefining Your Retirement

Today's retirees are choosing from a variety of retirement styles. What's yours? http://www.raymondjames.com/pointofview/redefining-your-retirement Let us know if this…
Read More

20 Questions Your Estate Plan Should Answer

The estate planning process involves a lot more than simply deciding who will inherit your money.  In particular,…
Read More

Inside – Washington County

Neil Rongaus, Wealth Manager for Confluence Financial Partners of Southpointe, grew up in Donora, PA where he attended…
Read More