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Monthly Firm Call

We are proud to bring you the latest installment in our monthly series: “The Phillips Financial Strategies Client Call”.
 
On the second Monday of each month at 11:30am, we provide a quick update about important activities at Phillips Financial Strategies, including insights from expert speakers or a presentation from William, followed by a Q&A period.
 
The Zoom link will bring you to a waiting room prior to the start of the call. You will be admitted into the Zoom before we begin at 11:30 AM. 
 

Agenda (11:30am-12:15pm approximately):

  • Useful financial housekeeping tips & reminders
  • Featured presentation
  • Wrap up
  • Q&A

If you can’t join us live for the meeting, we will post the call to our YouTube channel.

We look forward to seeing you there.  As always, please feel free to reach out to us with questions or concerns.

To Join Zoom Meeting: Simply reach out to our office and we can provide you the link.

 
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Missed our latest Call?

Visit our YouTube channel to watch recordings of our recent Monthly Firm Calls.

Youtube