Resources

TO HELP YOU MANAGE YOUR MONEY

In addition to providing access to our knowledgeable team of advisors and powerful financial planning software, we’re proud to offer a variety of educational resources to help our clients make better sense of the financial landscape and manage their money more efficiently. Click on any of the icons below to learn more!

WORKSHOPS / EVENTS

March

26

March 26, 2019 - 6:00pm

Social Security & Retirement Income Workshop

March

28

March 28, 2019 - 6:00pm

Estate Planning Workshop

April

10

April 10, 2019 - 6:00pm

Social Security & Retirement Income Workshop

April

11

April 11, 2019 - 6:00pm

Estate Planning Workshop

April

11

April 11, 2019 - 6:00pm

Social Security & Retirement Income Workshop

April

11

April 18, 2019 - 6:00pm

Social Security & Retirement Income Workshop

April

13

April 13, 2019 - 9:30am

Social Security & Retirement Income Workshop

April

16

April 16, 2019 - 6:00pm

Estate Planning Workshop

April

16

April 16, 2019 - 6:00pm

Social Security & Retirement Income Workshop

April

17

April 17, 2019 - 6:00pm

Estate Planning Workshop

April

17

April 17, 2019 - 6:00pm

Social Security & Retirement Income Workshop

April

23

April 23, 2019 - 6:00pm

Social Security & Retirement Income Workshop

April

23

April 23, 2019 - 6:00pm

Estate Planning Workshop

April

24

April 24, 2019 - 6:00pm

Estate Planning Workshop

April

24

April 24, 2019 - 6:00pm

Estate Planning Workshop

April

25

April 25, 2019 - 3:30pm

Estate Planning Workshop

April

25

April 25, 2019 - 6:00pm

Social Security & Retirement Income Workshop

April

27

April 27, 2019 - 9:30am

Social Security & Retirement Income Workshop

April

30

April 30, 2019 - 6:00pm

Social Security & Retirement Income Workshop

NEWS

01/24/2019

BY Independence Financial Advisors

IFA Promotes Paul Gatehouse & Luca D’italia