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

February

18

February 18, 2020 - 6:00pm

The SECURE Act Workshop

February

19

February 19, 2020 - 6:15pm

Estate Planning Workshop

February

19

February 19, 2020 - 6:00pm

The SECURE Act Workshop

February

19

February 19, 2020 - 2:00pm

The SECURE Act Workshop

February

19

February 19, 2020 - 6:00pm

The SECURE Act Workshop

February

20

February 20, 2020 - 6:00pm

The SECURE Act Workshop

March

4

March 4, 2020 - 6:15pm

Estate Planning Workshop

NEWS

11/07/2019

BY Independence Financial Advisors

IFA Welcomes Jaimie Sousa as Vice President

11/07/2019

BY Independence Financial Advisors

Luca D’italia is Promoted to Vice President

01/24/2019

BY Independence Financial Advisors

IFA Promotes Paul Gatehouse & Luca D’italia