Understanding Your Statements

About The Lunch And Learn

Thank you for joining us! 

June 8th Lunch And Learn : 
You get them by mail or e-mail. Maybe you just don’t have the time or the information seems complicated.  The usual routine is to take a quick look at the cover page and file the statement away.  But you may be missing out on valuable information.  We will help you to pick out the key pieces of data and identify patterns that make statement reading easy.

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...
June 22nd - 12:15PM TBD
July 13th - 12:15PM Financial Planning For The Young Professional

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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