We always enjoy getting to see our clients and meet new people as we help them along their financial journey. That’s why we consistently host events, both online and in-person, on a number of topics including financial planning and preparing for retirement, or just get together to catch up. Check back for more information on our upcoming events and speaker series.
Click here for a full list of previous events.
Our next installment of our 2023 Live Greater Speaker Series will feature Family Law Attorney, Nathan Olson, and Certified Divorce Financial Analyst, Sarah Avila. The presentation will discuss the legal and financial aspects of the divorce process.
Our first installment of the 2023 Live Greater Speaker Series featured Victor Rohe, Regional Director at MFS Investment Management. He covered principles of long-term investing resilience and how they apply to the current market environment in 2023.
Find out more about our past events to get an idea of what future events might benefit you.
At VLP we believe in partnering with you to take a holistic approach to financial management, aligning your investment and financial decisions with your values.
All of our Advisors are Certified Financial Planner™ (CFP®) practitioners and are committed to helping you live greater through our holistic financial services.
Contact us today to learn more about the VLP Live Greater Partnership™ and how we can help you live your best life at every life stage.