Thrilling information! In just a few weeks, we’re heading all the way down to Naples, Florida, the place we simply launched a brand new workplace!
All people is aware of what a enjoyable metropolis Miami is, however I’m a giant fan of the underappreciated gem that’s the Gulf Coast of Florida. When the chance to associate with Adam Day, CFP in Naples got here alongside, we jumped on it.
Michael Batnick and are coming down with a few of our colleagues on March 4th-Sixth. We will probably be assembly with each shoppers and potential shoppers. We additionally will take the chance to debate the state of the markets and the economic system and what it means in your investments. That is the proper alternative to study extra about how we handle property and develop monetary plans for our shoppers, or to only swing by and say “whats up.”
I’ll be on the town from March 4th by way of the Sixth. For those who’d wish to get on the calendar, ship us a be aware and we’ll show you how to get scheduled. Ship an e-mail to firstname.lastname@example.org with the topic line “Naples.”
We’re excited to be coming to Florida’s West Coast and sit up for seeing you!