Let's take a look into some recent updates here at Flatiron Wealth Management.
We are excited to share that Andrew Sheppard, Senior Advisor and Associate Portfolio Manager, recently participated in Viive Planning's live stream to discuss the essential Do's and Don'ts of inheritance.
In this stream, Andrew provides valuable insights into the intricacies of managing an inheritance. He addresses important questions such as the role of inheritance in your retirement savings plans and offers guidance on navigating the complexities associated with a windfall.
Click the links below to check out the live stream:
- Instagram Inheritance – the Do’s and Don’ts
- YouTube https://youtu.be/Ls_rAmDqlvA
In other exciting news, the Flatiron building was featured in BlogTO. The article explores interesting facts about the building, digging into its history and structure, and highlighting what makes it so unique.
Check out the article here:
