We have recently titled our monthly conference calls as the "Solutions Series". The intent is to educate and guide good financial behavior amongst our clients. In keeping with the last four conference calls, we will take one half hour to discuss and digest one of our investment strategies to give everyone a better understanding of what to expect, how they work and what we are doing with your money now. Beyond strategy overviews, we will be offering help from members of our wealth management team members in a Q and A format. As tax time approaches, we are happy to include one of CPA's , Marc Bradac, senior partner at Hansen and Co, in our next Solution Series call on April 1st at 4:00 MST. The strategy under review will be "New Power", our renewable energy and healthy lifestyle strategy. The Solution Series is free and open to all of our clients as well as any parties interested in working with our firm. Invitations will be send to all via email in the next two weeks.
