Cedarwood - Financial Planner: David Boothby

08/19/2025

🩸 Temple Blood Drive – Next Tuesday! 🩸

We’re excited to invite the entire Temple community to join us for a special blood drive. This event is open to everyone, not just clients!

Every donation helps save lives, and it’s a simple way we can come together to make a big difference.

Please help us spread the word by sharing this with friends and family!

07/11/2025

Getting ready for Back to School Time — Let’s Help Kids Start Strong! 📚✏️ On July 29th - come by, drop off supplies, and enjoy a special treat.

04/09/2024

Solar Eclipse 2024... better than your average Monday!

03/26/2024

A gift for the ones you love: a secure financial future.
Click the link to register, you won't want to miss it. https://nb.zoom.us/webinar/register/WN_EwdhlBUwST6gY_cSq78bUQ?fbclid=IwAR2KMaeqH5Hha8vPqzMt3esqR0kX_x_CUYUEAh8p6JbzSPawy7o42sZgB4w #/registration

02/28/2024

Interested in knowing more about retirement incoming planning? Register for our webinar next week to learn more.
Link to register: https://www.cognitoforms.com/BarrettEvan/CedarwoodRetirementIncomePlanningWebinarRegistrationMarch7th

02/07/2024

You won't want to miss out on our webinar tomorrow, click the link to sign up:
https://www.cognitoforms.com/BarrettEvan/CedarwoodLongTermCareWebinarRegistrationFebruary8th

12/04/2023

11/23/2023

Thankful. Grateful. Blessed. Happy Thanksgiving! 🦃

11/22/2023

We would not be us without you. From our Cedarwood family to yours, Happy Thanksgiving!

10/25/2023

To get your money matters in order for 2024, plan a year-end review with your financial advisor. This checklist of topics will help get you started: https://www.cedarwoodfinancialpartners.com/article/your-year-end-financial-planning-checklist-2023

09/26/2023

If you have not already signed up, click the link below. You won't want to miss!
https://www.cognitoforms.com/BarrettEvan/CedarwoodSocialSecurityWebinarRegistration?fbclid=IwAR1DZJXxhnV_l8-RaV8ZSd2AQnOF5xwrslVWXIsUOxEUVG-ESc5Qb51UdW8