Updates From The Trailhead:
Social Security Continued, Medicare, and Currency Risk
Northwest Financial & Tax Solutions CEO, President, and Portfolio Manager Jason Lambert is joined by Senior VP and Financial Advisor David Topper and COO and Financial Advisor Dustin Martin. This week they will cover topics that include:
- Updates on Social Security Continued
- A discussion on Medicare
- Currency Risk and Economic Effects
-Our approach to your portfolio during this time of volatility
-Current Market Updates
- And Much More!
Please invite your friends and family to join us for this event from the comfort of your own home.
Webinar Time:
7/16/2020 @ 12:00 PM Pacific Time
Securities offered only by duly registered individuals through Madison Avenue Securities, LLC (MAS), member of FINRA/SIPC. Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. MAS and Northwest Financial & Tax Solutions, Inc are not affiliated entities. AEWM and Northwest Financial & Tax Solutions, Inc are not affiliated entities.
Jason Lambert
Jason is President, CEO and Portfolio Manager of Northwest Financial & Tax Solutions. Over his career, he has worked for some of the largest financial firms in the world, including as an Assistant Vice President with Merrill Lynch. As the firm's CEO and portfolio manager, Jason plays an integral part in the success of Northwest Financial & Tax Solutions. He is a strong believer in the importance of independence in financial planning — when a firm is truly free to help the client in the best way possible. Jason is also the co-host of the Retirement Trailhead Radio Show and the Peaks and Valleys Podcast.
David Topper
David is an Independent Financial Advisor and the Senior Vice President of Northwest Financial & Tax Solutions. In addition to co-hosting the weekly radio show “The Retirement Trailhead” and the weekly podcast “Peaks and Valleys”, he also meets with clients to develop custom and comprehensive financial and retirement income plans. David brings over 20 years of experience in the financial industry to the position and is known for turning complex strategies and investments into easy to understand language. He is passionate about helping individuals gain peace of mind about their financial situations.
Dustin Martin
Dustin is a Financial Advisor and Chief Operations Officer at Northwest Financial & Tax Solutions. He is a transplant from Houston, Texas, where he spent eight years at an independent wealth management firm. He is passionate about the education process that he provides for his clients. Dustin believes that a properly informed client is capable of becoming a savvy investor. He enjoys helping his clients navigate the decision-making process while raising their level of financial sophistication.