Join us for our second annual Mindful Money Forum where we will sit down with our team of advisors to discuss some of the hot topics on everyone’s minds. Our webinar will feature segments you may recognize but with content exclusive to this event, featuring a Coffee with Alissa interview with special guest star, Mike Savage, CFA, from Charles Schwab as well as a Market Update with Dave & Jason.
About Schneider Downs Wealth Management
Schneider Downs Wealth Management Advisors, LP (SDWMA) is a registered investment adviser with the U.S. Securities and Exchange Commission (SEC). SDWMA provides fee-based investment management services and financial planning services, along with fee-based retirement advisory and consulting services. Material discussed is meant for informational purposes only, and it is not to be construed as investment, tax or legal advice. Please note that individual situations can vary. Therefore, this information should be relied upon when coordinated with individual professional advice. Registration with the SEC does not imply any level of skill or training.
To learn more, visit our Wealth Management page.
