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Don’t Let Adversity Mask Opportunity and Our Fourth Client Story
In advance of our fourth client story, I wanted to comment about the current investment climate. This has undoubtedly been a very difficult environment for everyone.
Introducing our newest team member, Tyler Cetrulo
Tyler has worked in multiple leadership positions within Corporate Revenue and Corporate Accounting for the past five years, managing teams composed of very different personalities and backgrounds.
Woodstock Advisor Helps Set & Maintain Financial Strategies
Financial planner Gary Alpert has made Woodstock home for him, his wife Wendy Helen and their pups, Chloe and Skeeter.
Client Stories – Examples of How We Can Help
I like to share brief descriptions of ways in which we have helped individuals and families make great financial decisions. You may be in touch with others that face similar situations.
Vitolds Jakovlevs on how he came from Latvia to participate in the Georgia Rotary Scholarship Program
www,garyalpert.com
Vitolds Jakovlevs
CFO of Air Baltic
Rotary Presentation video
Cyber Event Videos
Wine Tasting
September 29, 2021
Vino Venue
Attendees had a lot of fun at our Cybersecurity and Wine Tasting event in September. We wanted to share a bit of the experience with you, so we prepared video of Kelly Wheeler, Certified Sommelier, Certified Specialist of Wine, and Certified Specialist of Spirits describing three wines.
Securities offered through LPL Financial, Member FINRA/ SIPC. Advisory services offered through IFG Advisory, LLC, a registered investment advisor. IFG Advisory, LLC and Gary Alpert & Associates are separate entities from LPL Financial.
Tim Cintolo and Prudential Annuities Distributors, Incorporated are not affiliated with or endorsed by LPL Financial or Gary Alpert & Associates.
Tracking No. 1-05200728
Exclusive Client Event – Privacy Protection Strategies and Checklist
Protecting Your Information – informative presentation will begin at noon ET
Presenter Tim Cintolo, Director of Sales Technology Prudential Individual Solutions Group is back by popular demand to present Privacy Protection Strategies
Gary Alpert invites select clients to join this virtual event
Date: Thursday, October 28, 2021
Time: Noon ET – 1 pm ET
Location: zoom link to be provided
RSVP by 10.27: Please contact Patty O’Toole at patty@garyalpert.com
Please include:
– names of attendees
– email (zoom link and Privacy Protection Checklist to be provided on October 27)
We encourage you to share this invitation with your friends and family.
Securities offered through LPL Financial, Member FINRA/ SIPC. Advisory services offered through IFG Advisory, LLC, a registered investment advisor. IFG Advisory, LLC and Gary Alpert & Associates are separate entities from LPL Financial.
Tim Cintolo and Prudential Annuities Distributors, Incorporated are not affiliated with or endorsed by LPL Financial or Gary Alpert & Associates.
Tracking No. 1-05200728
Your Prosperity Picture
Tuesday, May 18
4:00 pm EST
Please join us on May 18 at 4:00 pm EST as author Lisa Kueng presents a great on-line workshop designed to help you envision your financial future.
“Your Prosperity Picture” workshop is designed for women investors – please feel free to share this invite with your friends and family.
Gary Alpert & Associates is excited to host this informative event. Please RSVP to Patty O’Toole at patty@garyalpert.com by May 14.
Guest Presenter Bio
Lisa Kueng has developed the “Your Prosperity Picture” workshop for women investors, “The New Retirementality” and “T.E.A.M. Dynamics.” She is coauthor of the book, Picture Your Prosperity: Smart Money Moves to Turn Your Vision into Reality. *
Lisa is a frequent speaker at industry events and has delivered keynote presentations at hundreds of conferences. Her work has been cited by media outlets including Businessweek, The New York Times, NBC News Philadelphia, NPR’s Marketplace Weekend and Fund Marketing Alert.
* Picture Your Prosperity: Smart Money Moves to Turn Your Vision into Reality, by Ellen Rogin and Lisa Kueng, published by the Penquin Group (2015)
Not a Deposit | Not FDIC Insured | Not Guaranteed by the Bank | May Lose Value | Not Insured by any Federal Government Agency
©2021 Invesco Ltd. All rights reserved invesco.com/ic IGC-KUENG-BIO-1-E 03/21Invesco Distributors, Inc. NA2596
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through IFG Advisory, LLC, a registered investment advisor. Gary Alpert and Associates and IFG Advisory, LLC are separate entities from LPL Financial. Lisa Kueng and Invesco are not affiliated with Gary Alpert and Associates or LPL Financial. Tracking Number 1-05135462.
Happy St. Patrick’s Day!
Teach your kids, when it comes to financial planning and investing, you can’t count on luck!
Investment Basics
Tuesday, March 16
7 p.m.
Gary Alpert shares his wisdom in a fun presentation for teens and young adults.
Estate Planning Question & Answer
Presented by: Gary Alpert & Associates
We address the top questions we hear about estate plans and why it is so important to have one.
Bernard Kearse and The Kearse Law Firm, PC are not affiliated with or endorsed by LPL Financial, Marathon Financial or Gary Alpert and Associates. Integrated Financial Group, IFG Advisory, LLC, Gary Alpert & Associates, and Marathon Financial Strategies do not provide legal advice.
Tracking Number 1-05102846
Gary Alpert, CFP®
Principal, Financial Advisor
Moderator
Bernard Kearse
Estate Planning Attorney
Wes Littlejohn, CFP®, CPA
Moderator
Gary Alpert, CFP®
Principal, Financial Advisor
Moderator
Bernard Kearse
Estate Planning Attorney
Wes Littlejohn, CFP®, CPA
Moderator
Protect Yourself from Cyber Threats
Presenter Tim Cintolo, Director of Sales Technology Prudential Individual Solutions Group is back by popular demand to present Privacy Protection Strategies.
Webinar: Estate Planning
Answers to the top questions we hear about estate plans, and why it’s essential to have one. For more information, call our office at 770-353-6356.
CONTACT US
Don't hesitate to get in touch with us.
We would love the opportunity to become your trusted advisor.
Gary Alpert Financial Strategies
200 Ashford Center North, Suite 400
Atlanta, GA
30338 United States
Phone: (770) 353-6356
Email: gary@garyalpert.com
Patty O’Toole
Phone: (770) 353-6357
Email: patty@garyalpert.com
© 2023 Gary Alpert Financial Strategies. All rights reserved.