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Name: Webinar: Financial Fitness
Start: 2021-02-23T00:00:00-05:00
End: 2021-02-23T23:59:59-05:00

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Webinar: Financial Fitness

February 23, 2021

Time: 10:00am or 6:00pm | Cost: Free
Speaker: Clarke Holt, Wealth Adviser

February…when the doldrums sink in. Don’t fall off the wagon! Join us to learn how to make sure your financial fitness stays on track throughout 2021!

Questions?
marketing@elevate-wealth.com

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Date:: February 23, 2021
Event Category:: Webinars

Meet the Elevate Advisory Team

Our ‘ensemble’ approach helps ensure that investors and their assets are supported in far greater ways than what an individual manager can provide.

Deanne S. Rosso, CFP®

President & CEO, Wealth Adviser

Deanne’s wealth advice

Your scarcest resource is your time, align your financial resources with how you envision spending that time.

Charles J. Vickery, CLU, ChFC

Founder, Wealth Adviser

Chuck’s Wealth Advice

There are two ways to get rich, slowly or never.

Brian Rosso, CFA

Vice President, Wealth Adviser

Brian’s wealth advice

It’s better to look ahead and prepare than to look back and regret.

Clarke C. Holt

Chief Compliance Officer, Wealth Adviser

Clarke’s wealth advice

Have an investment plan and stick with it. Focus on what you can control.

Robert M. Fezekas, CFA

Director of Investment Policy, Wealth Adviser

Rob’s wealth advice

Successful investing requires neither luck nor skill, just a good deal of patience and a little education.

Gary Stoller

Director of Wealth Advice, Wealth Adviser

Gary’s wealth advice

Pursue wisdom, instruction, and understanding, and act accordingly

Ben Hall, CPA

Director of Tax Services / Wealth Adviser Associate

Ben’s wealth advice

Invest early and often, stay diversified, and always remain patient.

Betsy Kenyon

Director of Marketing

Betsy’s Wealth Advice

Unless you are a financial expert, don’t try to do it yourself. Hire the right person to help you!

Preston Wilkie

Service Team Leader

Preston’s Wealth Advice

Invest in knowledge, diversify your assets, and let patience be your greatest ally.

Aspen Townley

Client Service Associate

Aspen’s Wealth Advice

Make your money work as hard for you as you worked to earn it.

Joseph Hardeman

Client Service Associate

Joseph’s Wealth Advice

When given advice, don’t just do what you’re told, but learn why you should.

Salinda Rogers

Hospitality Coordinator

Salinda’s Wealth Advice

Stop and think before making a purchase—do you really need this, or do you just want it? And remember: why buy something new when you can find it used? The minute you buy it, it’s used anyway!

Suzanne Greene

Scheduling Coordinator

Suzanne’s Wealth Advice

Work hard, spend with intention, not with emotion.

Aidan Harter

Administrative Assistant

Previous Next

Deanne S. Rosso, CFP®

President & CEO, Wealth Adviser

Deanne’s wealth advice

Your scarcest resource is your time, align your financial resources with how you envision spending that time.

Charles J. Vickery, CLU, ChFC

Founder, Wealth Adviser

Chuck’s Wealth Advice

There are two ways to get rich, slowly or never.

Brian Rosso, CFA

Vice President, Wealth Adviser

Brian’s wealth advice

It’s better to look ahead and prepare than to look back and regret.

Clarke C. Holt

Chief Compliance Officer, Wealth Adviser

Clarke’s wealth advice

Have an investment plan and stick with it. Focus on what you can control.

Robert M. Fezekas, CFA

Director of Investment Policy, Wealth Adviser

Rob’s wealth advice

Successful investing requires neither luck nor skill, just a good deal of patience and a little education.

Gary Stoller

Director of Wealth Advice, Wealth Adviser

Gary’s wealth advice

Pursue wisdom, instruction, and understanding, and act accordingly

Ben Hall, CPA

Director of Tax Services / Wealth Adviser Associate

Ben’s wealth advice

Invest early and often, stay diversified, and always remain patient.

Betsy Kenyon

Director of Marketing

Betsy’s Wealth Advice

Unless you are a financial expert, don’t try to do it yourself. Hire the right person to help you!

Preston Wilkie

Service Team Leader

Preston’s Wealth Advice

Invest in knowledge, diversify your assets, and let patience be your greatest ally.

Aspen Townley

Client Service Associate

Aspen’s Wealth Advice

Make your money work as hard for you as you worked to earn it.

Joseph Hardeman

Client Service Associate

Joseph’s Wealth Advice

When given advice, don’t just do what you’re told, but learn why you should.

Salinda Rogers

Hospitality Coordinator

Salinda’s Wealth Advice

Stop and think before making a purchase—do you really need this, or do you just want it? And remember: why buy something new when you can find it used? The minute you buy it, it’s used anyway!

Suzanne Greene

Scheduling Coordinator

Suzanne’s Wealth Advice

Work hard, spend with intention, not with emotion.

Aidan Harter

Administrative Assistant

Are you ready to begin living your best life?

Let’s Talk

Elevate Wealth Advisory is an investment adviser registered with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. More information about Elevate Wealth Advisory’s investment advisory services and fees can be found in its Form ADV Part 2 and Form CRS, which is available upon request.

Monday-Thursday: 9am-5pm
Friday: 9am-1pm
Saturday & Sunday: Closed

Phone: 706-353-2728
Email: info@elevate-wealth.com

Elevate Wealth Advisory
2500 Daniells Bridge Road
Building 200, Suite 2B
Athens GA 30606

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Events

Webinar: Financial Fitness

February 23, 2021

Details

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Meet the Elevate Advisory Team

Deanne S. Rosso, CFP®

Deanne’s wealth advice

Charles J. Vickery, CLU, ChFC

Chuck’s Wealth Advice

Brian Rosso, CFA

Brian’s wealth advice

Clarke C. Holt

Clarke’s wealth advice

Robert M. Fezekas, CFA

Rob’s wealth advice

Gary Stoller

Gary’s wealth advice

Ben Hall, CPA

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Betsy Kenyon

Betsy’s Wealth Advice

Preston Wilkie

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Aspen Townley

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Salinda Rogers

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Deanne S. Rosso, CFP®

Deanne’s wealth advice

Charles J. Vickery, CLU, ChFC

Chuck’s Wealth Advice

Brian Rosso, CFA

Brian’s wealth advice

Clarke C. Holt

Clarke’s wealth advice

Robert M. Fezekas, CFA

Rob’s wealth advice

Gary Stoller

Gary’s wealth advice

Ben Hall, CPA

Ben’s wealth advice

Betsy Kenyon

Betsy’s Wealth Advice

Preston Wilkie

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Aspen Townley

Aspen’s Wealth Advice

Joseph Hardeman

Joseph’s Wealth Advice

Salinda Rogers

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Suzanne Greene

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Aidan Harter

Are you ready to begin living your best life?