Posts

Staying Connected During COVID-19 – Introduction to a new weekly webinar

Given the current global uncertainty, our advisory team will be hosting weekly webinars to share our take on the news, policy changes, the economy and potential opportunities. Our goal is to stay connected, ease some of your fears and ensure you feel informed and empowered with regards to your financial plan. To learn more about the webinar series, please see the below brief video from our CEO, Jeff Sarti by clicking the image below or the following link: https://vimeo.com/399004159

We look forward to seeing you on the webinar and addressing any concerns you have about the market and your investments.

 

Financial Bites – Life Insurance and Long-Term Care Video

We kicked off 2020 strong with the fifth session in our new Financial Bites lunch series, Life Insurance and Long-Term Care! The thing no one wants to pay for but everyone needs, life insurance, was this Financial Bites’ main course. Our advisors provided important how-to knowledge to ensure your dollar goes farther and that you get the most out of your insurance policy. Thank you to all our attendees as well as our outstanding wealth advisors, Kevin Rex and Patrice Benning, who presented.

Click on the above image or visit this link to watch our Life Insurance and Long-Term Care session:

https://vimeo.com/mortoncapital/fblifeinsuranceandlongtermcare

We hope you find this video valuable. Please feel free to share this link with family and friends and on your social media channels. Any feedback you have would be extremely valuable to our team, including any recommendations of topics you would like us to present on in the future. Financial Bites is a complimentary series and our upcoming sessions are filling up fast, so we encourage you to RSVP soon. Click on the link below to view all sessions and RSVP today!

https://mortoncapital.com/financialbites

We hope to see you soon and thank you for your continued support of Morton Capital.

The MC Team