| Register Now for this informative seminar on Wednesday, January 27th.
Changes in Roth IRA Contributions |
|
|
|
|
|
Martin Luther King Day - January 18th
J.Freeman Associates, Inc. will be open on Monday, January 18th. However, the New York Stock Exchange (NYSE) will be closed in observance of Martin Luther King Day.
|
|
|
Timely Tips ...
Don't Put Yourself At Risk of a Winter Fire
Trusted Choice® insurance agencies offer tips to protect families and businesses from winter fire risks.
We are pleased to share this article on ways families can prepare for fire risks and hazards that may come during the winter months.
Ten Steps to Opening an E-Notification Account
This is an option available to help you save time, simplify record keeping, protect your identity as well as do your part to help protect the environment. Click here for the steps to end paper statements and confirmations. Changes are now in effect for Roth IRAs.
To help decipher the changes please join us for this informative seminar:
Changes in Roth IRAs & A Review of Capital Markets
Presented by J.Freeman & Associates, Inc. & Fidelity Investments
January 27th
8:00-10:00 am
J.Freeman & Associates Offices:
8 Pelham Road - Greenville, SC 29615
|
|
Additions & Anniversaries at J.Freeman & Associates ...
This month we do not have any new employees to announce, however our Bookkeeper, Pam Oliver, celebrates her one year anniversary with J.Freeman & Associates, Inc. this month. |
|
J.Freeman & Associates In the News ...
In today's challenging business climate, we often hear the saying, "work smarter, not harder." As a member of the Greenville BBB, J.Freeman & Associates, Inc. we were made aware of a resource that can help you do just this. When looking for businesses to work with you can quickly see if they are an Accredited BBB Business by utilizing the Accredited Business Locator. Click here to learn more about this convenient resource.
|
|
Don't miss this upcoming event:
Wednesday, January 27th
Changes in Roth IRAs & A Review of Capital Markets
Presented by J.Freeman & Associates, Inc. & Fidelity Investments
8:00-10:00 am
J.Freeman & Associates, Inc.
8 Pelham Road, Greenville, SC 29615
$15
2 CPE Credits will be given! | |
|
