FROM THE DESK OF ANDRÉS
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Would you like education and/or insight?
We are always looking at being of service to you and add events that you and your friends value. So I ask you kindly which types of events would you like us to have for you? Ideas: investment market insights lunch/dinner, social events (example: wine tasting),...
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Theresa’s adventures (and tips!) in hiring.
As you may have heard, I plan to scale back my time at E2E Financial to pursue my artistic calling.
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Thank you for a fantastic 2016!
We had a great 2016. Some of our highlights included: Proudly supporting Kate’s Club (empowering kids who have lost a parent or sibling) Adding Facebook, Twitter and LinkedIn pages as new ways to connect with us Adding Skype video conferencing as another way for us to...
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Theresa’s Lemon Bars
When I’m not drawing or painting, I dabble some in gardening. I have a Meyer lemon tree that I’ve managed to keep alive, and its lemons are just ripening.
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Volunteers looking to help. Know of a charity that can use volunteers?
Do any of you have a charity that needs volunteers? I am a member of the Boston College Atlanta Alumni. We typically volunteer during the Christmas time.
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If you cook the (and/or want the yummiest) turkey: read this!!
I have been cooking the Thanksgiving turkey for the good part of twenty plus years.
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My Take on the Presidential Election
I decided to wait until today to comment on the elections because, as is the case with most big world events, investment markets tend to get crazy and overreact the first few hours and days after an event and then stabilize. That is exactly what we got in the span of...
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E2E Financial proudly supports Ian’s Friends Foundation
We are proud to support the funding of pediatric brain tumor research with Ian’s Friends Foundation. (IFF) E2E was proud to fund Australian Labradoodles puppy auction spots from Skyedoodles which helped raise over $13,000 for IFF at this year’s Evening of Inspiration...
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Video conferencing in the works
Hope you are having a great start to your week. We are excited to share that we are adding video conferencing as another way to work with you! This option will be rolling out starting in October. We always love to see you in person and simply add this as an additional...
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Happy anniversary to… us!! & we have YOU to thank!!
On Sunday, we celebrated our first year as an independent financial planning firm. We want to thank YOU for our success! When we first made our move to independence, we had a list of people we wanted to have join us as clients. The response has exceeded our goals. We...
Tax Ideas
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Videos
See You at the University of Alabama at Birmingham Vendor Fair!
See You at the Hinman!
Thank you, Hinman!
Dental Post Survey Review
Happy 2022!
Year End Planning
First Step Toward Success
3 Steps New Dentists Can Take
GA Dental Association Convention & Expo
Life in a Box
401k Plan Monitoring: Why and What to Do
E2E Financial and Capital Group – Investing During an Election Year
3 Key Questions to Ask About Your 401k
E2E Financial: Working with Dentists: 3 Key Points
E2E Financial: Partnering With Your CPA
E2E Financial What Makes Us Different
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