Every quarter, our Certified Financial Planners provide insightful information about the financial industry to keep you informed:
What’s in the Legacy Press:
- Charlie Kerwood was honored at The 5th Annual Night of Champions event for being a community leader in making life-changing learning experiences for students. Our Brand Manager interviewed Charlie after the event and asked him a few questions about the organization and his passion for volunteering.
- April was Financial Literacy Month. Now is time for us to reflect on personal finances, strategies to improve our financial literacy, and celebrate past successes. Our Brand Manager interviewed a few advisors on how they incorporate financial literacy into their lives.
- Our partner, Jason Farris, recently opened a bank account for his four-year-old son. This opened a few questions like how should it be titled? Jason discusses a few items to consider before opening a bank account.
Legacy Press Spring Newsletter
As always, please call or email us if you have any questions or having problems accessing the Legacy Press.
P: 614-457-7026
E: info@waller.com
