Understanding Your Statements

About The Lunch And Learn

Thank you for joining us! 

September 22nd Lunch And Learn : 
This session is designed to help clients better understand what is in a summary Prospectus and to better absorb the information in their statements.  We will breakdown common patterns found in statements of some brokerage accounts, life insurance policies and annuities.

We will be continuing to offer these ‘Lunch and Learns’ every 2nd and 4th Tuesday of the month. Look for the following invitations in the weeks to come...

October 13th 2020- 12:15PM State Of The Market
 27th 2020 - 12:15PM Tax Planning

We encourage you to invite a friend. Simply forward them your invitation so they have the registration link to sign up! As always if you have any questions or concerns please do not hesitate to reach out! 

Your Accel Wealth Management Team

  • Anthony Gaiffe


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