Steve Weiss- Investment Adviser Representative

01/27/2022

01/21/2022

Are you?

01/11/2022

https://www.facebook.com/1584924554/posts/10224251257220830/?d=n

11/23/2021

Are you one of the people who moved to a new employer during the pandemic? Are you aware of the options for any retirement funds that you may have left behind? I would be happy to discuss this with you, and there could be lucrative tools that you have not heard about.
https://www.facebook.com/1584924554/posts/10224001710262312/?d=n

11/16/2021

https://www.facebook.com/1584924554/posts/10223964031640370/?d=n

11/12/2021

Just a reminder for tomorrow! This Saturday’s webinar is dedicated to the basics of college savings. If you or someone you know is thinking about helping a loved one prepare for their future education, we can help you understand the planning process. Join os at 9AM on 11/13!

We had a great turnout last Saturday morning for the first episode of the How Money Works educational series that my Primerica teammates and I are presenting. We’re looking forward to seeing you this coming Saturday morning 11/13 at 9AM as we move forward. Last week’s topic was How Money Works for Kids; this week we key on youth again with a webinar on college planning. Please join us and be ready with questions!

11/08/2021

We had a great turnout last Saturday morning for the first episode of the How Money Works educational series that my Primerica teammates and I are presenting. We’re looking forward to seeing you this coming Saturday morning 11/13 at 9AM as we move forward. Last week’s topic was How Money Works for Kids; this week we key on youth again with a webinar on college planning. Please join us and be ready with questions!

11/04/2021

Looking for some sound financial advice? Do you have teenagers or young adults who don’t want to listen you your wisdom about money? Are you making future plans but not sure who to turn to for help? Come join us on the Saturdays below for some information sessions, with questions and answer time. I will be leading off the series this Saturday with some ways to educate children about money. My teammates and I would be happy to have you with us. Please log in 5 minutes early and we’ll be happy to have you on board!