On August 30, 2017, we hosted a local Lunch and Learn event in Hoffman Estates, Illinois. Thank you so much to the 20+ attendees who joined us! We had a great group with lots of good questions and feedback.

MVT's Rhea Lameirinhas, Administrator, shared information about our firm's portal SmartVault, which allows a more secure electronic means of transferring sensitive information between MVT and clients. Danielle Taylor Woods, Senior Financial Advisor and Director, spoke on the importance of estate planning and shed some light on the difference between a will and a trust. Danielle also spoke on the benefits of post-tax retirement planning in the form of Roth IRAs and Roth Conversions. Bill Yocius, CEO, presented the factors that we, as advisors, pay attention to when creating a portfolio for the long-term. David Vaught, Cofounder, Emily Agosto, CFO, and our newest member and Analyst, Amanda Vaught, were also in attendance to speak with clients.

We would like to do these events a few times a year. Please let us know if you would like us to host an event in your area or for a small group.

If you would like to receive an electronic or mailed copy of our presentations, just let us know. If you have any questions about these topics, feel free to reach out to our presenters via email or phone:

Rhea Lameirinhas, rlameirinhas@mvtinvest.com
Danielle Taylor Woods, dwoods@mvtinvest.com
Bill Yocius, byocius@mvtinvest.com