Our latest edition of the Town Hall series is now available to view. This video series lets our team keep you up-to-date on current news and planning topics that could affect you. We have found that the more effort we put into educating our clients, the better off they tend to be. We recorded this week’s session a day early due to the company team building and training we have this week. The office will be closed on Thursday, April 24th and Friday, April 25th for this training.
Will is up first with his educational piece on the various headwinds retirees face in their planning. While discussing a handful of important topics, Will made a great point on the need for communication. The planning team works hard to maintain open communication with our clients, and we work hard to be accessible to you. This comes in the form of client events, educational events, reviews, and even these town hall sessions.
Steve starts off by hitting us with some market déjà vu. He found an article from 2019 that could have easily been written yesterday. It described a series of issues that were causing a spike in volatility at the time. The point Steve was making was the need to focus on the long-term plan over making hasty reactions during periods like this. That being said, plans always benefit from regular review and adjustment when required. If you haven’t seen us for a review recently, or you have questions, don’t hesitate to reach out to us.
Click Here to watch the April 22nd Recording on YouTube
If you have questions or topics you would like the see the team cover on the next Town Hall, please email info@aulfg.com.
Previous Town Halls and more can be viewed on our YouTube channel. Remember to subscribe to our channel to be notified when a new video has been added.