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

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#

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.

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!