Erik M. Tomalis

As 2021 gets underway, a primary concern for many of our clients, friends, and family continues to be access to the new COVID-19 vaccines. Check out our resour...ce page for important information. #covid19 #confluencecares #vaccinecovid19 https://www.confluencefp.com/covid-19-resource-page/ See more

This morning's "Notes to Inspire" email from @Simon Sinek spoke directly to me and many others that strive to "Dream Bigger": "Before we can build the world we want to live in, we have to imagine it. Greatness starts with a clear vision of the future."... What are your dreams of the future? What are your goals? Are those goals big enough? Dream bigger! Let us help you at @confluencefp to build a solid plan toward those dreams for you and your family. Take the time and schedule a 30 minute discussion with us via our website and we'll help you. Let's make 2021 a great year!

If you missed last week's webinar with @Greg Weimer and @Jim Wilding, here's your chance to watch the replay as they recap 2020 and examine the forces and trends driving the worldwide economic recovery. As well, they will explore the five key questions investors should be asking to maximize their lives and legacies. If you're in need of a second opinion or advice about your investments or financial planning, we'd be glad to help you and your family's plan. Let's make it a great year.

Our Quarterly Webinar is now available on our website. ConfluenceFP.com, click here to watch: https://www.confluencefp.com//confluence-financial-partne/

#growingthefuture #ConfluenceCares