Happy to spend time with our friends at The SOURCE!
We had the pleasure of having an insightful Lunch & Learn with Dave Hodge, Tom Christy, and Dan Michaud from NPF Investment Advisors at The SOURCE! They provided valuable information on a range of important financial topics, including: Smart investing strategies, Wills & Living Trusts, 401k loans and hardship withdrawals, and College saving tips. We also learned how their team handles in-house financial planning and asset management, helping individuals take charge of their financial future. A huge thank you to the NPF team for sharing their expertise! If you’re looking to learn more about their services, check out their website: https://lnkd.in/evGGsN7S