Our latest edition of the Town Hall series is now available to view. This video series keeps our team informed and you up-to-date on current news and planning topics that may affect you. We have found that the more effort we put into informing our clients, the better off they tend to be.
Will Meneses kicks us off with an overview of financial issues to review as we approach the end of the year. It can be easy to push off decisions like Roth Conversions, and we may not be used to taking things like Required Minimum Distributions if we have recently hit that age. Now is the time to take a serious look at your planning for the year to ensure you’re not missing anything important. Will does a fantastic job providing a list of items worth reviewing in the final quarter of the year.
Steve Aul is up next with an overview of what we have been seeing in the Market. Recent economic data further support the Fed cutting rates in September, and helped push the markets higher this week. Steve wraps up the session by discussing some of the upcoming events we have at Aul Financial Group. S
Click Here to watch the Sept. 10th 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.