Insight and Events
Did you know you have the option to schedule meetings with your advisor on the affiancefinancial.com website? With the implementation of online scheduling tool “Calendly”, we made it possible. Calendly allows you to schedule your next meeting in just a few clicks – no phone tag, no email chains, no problem.
Click the link for a pdf version: Tax Academy Infographic
Seth Meisler, CFA, CPA, CFP® and Marc Usem, MBA give their analysis of what's going on in the market.
On Wednesday, December 7, Mark Lanterman, Chief Technology Officer at Computer Forensic Services, joined us for a night of Cybersecurity education at the Hopkins Center for the Arts. Mark showed us just how easy it is to buy stolen credit cards and passports, and reminded us all of the importance of understanding the relationship between convenience and security. Like your favorite horror movie, it was just as terrifying as it was entertaining. Let’s go over some of the things we learned.
At Affiance Financial, being your financial planner is more than just investment strategies and advisor meetings. For us, it includes making you more knowledgeable about finances so you can make informed decisions with your advisor, communicating what’s going on in the world and how it could affect your portfolios, and sharing financial tips to help you live your best life.
Check back soon for upcoming events