By Matt Berhow and Deb Sugerman
Insight and Events
Last year brought with it a lot of change for Affiance Financial and our valued clients, so we wanted to express our gratitude for all of your patience and perseverance. We hope you thoroughly enjoyed the 2014 Client Appreciation Event, "Perception vs. Reality." Check out some great candids from our big evening:
Check out the board of directors on BestPrep’s website and you’ll see many of the heavy-hitters in the Twin Cities corporate world.
By Omer Abramovich
If you weren't able to join us for the first installment of Affiance Financial's 2014 Client Education Series: Long-Term Care, not to worry! You can view the web recording of this important discussion with Deb Newman, Founder of Newman Long Term Care, and Affiance Financial Principals and Financial Planners Steve Lear and Andy Fishman, here:
2014 Client Appreciation Event
Many people hope to help their children earn a college degree by providing a solid family support system, along with some financial assistance. And it would be nice if, once they’ve completed this milestone achievement, they were able to start their lives without the burden of student-loan payments.
By Matt Berhow, CFP®, Financial Planner, Director of Insurance & Company Retirement Plans
FYI: Clients can change the name of their accounts with TD Ameritrade online, personalizing their information. Simply open your advisor-client Profile, and edit Account Title and / or Description. In addition, the site allows you to confirm your preferred delivery method (hard copy or electronic).