Finances After 40
Whether you are years away from retirement or it's just around the corner, you might have questions. This event is designed for you!
Virtual Event Finances after 40
Thursday, September 19, 2024 · 4:30 – 5:15pm
Time zone: America/Detroit
Google Meet joining info
Video call link: https://meet.google.com/zor-brxd-svn
Or dial: (US) +1 502-617-0856 PIN: 965 813 100#
Mid Year Review and Check-in
Join us for a mid-year review and check-in to see what is happening at Ecos Wealth Advisors.
Virtual Event: Mid-Year Review and Check-in
Thursday, June 20 · 4:30 – 5:00 pm
Time zone: America/Detroit
Google Meet joining info:
Video call link: https://meet.google.com/fjx-aixi-bjk
Or dial: (US) +1 321-805-3636 PIN: 543 781 900#
More phone numbers: https://tel.meet/fjx-aixi-bjk?pin=5766317673293
Risk Number - How fast is your portfolio driving?
Good time to review the speed limit set by you on your investment portfolio and to double check if your portfolio is driving at the same speed.
Event: Risk Number - How fast is your portfolio driving?
Wednesday, April 17 · 12:00 – 1:00pm
Time zone: America/Detroit
Google Meet joining info
Video call link: https://meet.google.com/raz-mcgm-rsu
Or dial: (US) +1 470-210-1029 PIN: 389 783 673#
Tax Planning! Where do I find the documents I need?
When you are preparing for tax planning, it is crucial to have all the necessary documents at hand. These documents could include your receipts and invoices for expenses from the previous year, investment statements, forms related to rental properties or self-employment, and any other relevant financial information. We will share with you where you may locate your investment tax documents. Looking for a new accountant? We’ve got you covered.
New Year, New Firm!
Join us for a live event as we start the new year and a new firm! Hear a bit about the firm, mission and get a sneak peak of things to come in the new year! New Year, New Firm!