I hope you all were able to join us for our webinar last night “Index Funds & Beyond”. We had a great turnout and I’m always amazed at the energy and enthusiasm of our investors. I talked about Coffeehouse returns and ensuring you’ve established a solid long term financial plan. If you review your portfolio or your financial plan after listening to the webinar and realize it may need some work, don’t hesitate to give us a call at Soundmark Wealth Management and we can discuss further. I’d love to talk to you further and see if we can help.
If you missed this webinar, don’t worry – we’ve got two more lined up in our Coffeehouse Summer School Series. Our next webinar will be August 8th at 6pm (PDT) – “Managing Risk – Your Portfolio, Your Life”. If you’d like to register now, click here. Also, mark your calendars for our third and final webinar of the series, “Living Your Financial Plan” on August 29th at 6pm (PDT). Stay tuned for registration info.