The topics covered at the Financial Insights Annual Client Meeting included the Economic Update for 2010, Charitable Gifting, Elder Concierge Services and Roth IRA Conversion opportunities. If you were unable to attend, we invite you to view our meeting with the videos below.
Economic & Investment Update
Dorothy Lewis, MA, CFP
Roth IRA Conversion
Tingwei Chiang, CFP
Charitable Giving
Jeffrey J. Pritchard, CFP
Elder Concierge Service
Marilyn Mullenax, CRPS
Financial Insights, Inc. is a Registered Investment Advisor with the Securities and Exchange Commission and the Securities Division of the State of Washington. Financial Insights offers personalized financial planning, retirement planning, legacy planning and wealth management services. Learn more ...
