At Claris we strive to continuously add value to our clients total wealth management experience. We just recently completed our 2014 “Conversations with Claris” series. We had three installments that covered a variety of topics; we had presentations on the ins and outs of Social Security, balancing money and life, and the basics of Medicare. We partnered with the BAM Alliance to bring in outside experts on each topic to ensure a smart, informed presentation, and show the depth of the strategic partners we have available as resources for you. Plus, I think you hear enough from us talking all the time, anyway!
So, get ready for our 2015 series and hopefully you can join us for more informational presentations on different topics. If you can’t join us in person, we will have them live on WebEx and the recordings will be added to our website for you to watch at a later date. As always, we aim to provide you with the most up-to-date information on topics that will affect you, in order to help you make the best decisions for you. Stay tuned for more details on Conversations with Claris in 2015.