Seeing the Big Picture

Summitry

Mar 25, 2022

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Join members of the Summitry planning team as we contextualize what’s being reported in the news, at any given time, and if it’s something that should (or should not) influence an investor’s long-term financial plan.

  • Gain perspective on what impact current market trends may have on your investment plan.
  • Learn which hot topics you should be focusing on, and which are okay to ignore.
  • Get insights and tips you can put into action now.
  • Hear responses from the live Q&A session.

 

This webinar is a follow up to our blog series this quarter:

5 Headlines to Ignore

5 Areas to Focus on to Achieve Your Financial Goals

MORE INSIGHTS AND RESOURCES

Next up:

Let's talk

Schedule a talk with one of our advisors to learn more about Summitry and how we can help you chart a path for your financial future.

Alex Katz

Chief Growth Officer