Posts by Candace Lee, CFP®, EA
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Continued Curiosity: Candace Lee, CFP®, attends the AICPA ENGAGE Conference
A common trait among our advisors and team at Glassman Wealth is curiosity. We are continuously seeking out more knowledge, discovering better ways to serve our clients, and investigating the intricacies of our interests. That’s why I knew it would be enthusiastically encouraged when I shared that I planned to attend the AICPA ENGAGE Conference…
Read MoreWhat You Can Expect from Your Initial Meeting with Glassman Wealth
It’s About YOU: Let’s start with the most important thing first. When you come into a meeting, you’ll know right away that it’s about you. Expect to hear questions or statements like: What do you think is important that we cover today? What are you looking to get out of a financial advisory relationship? What…
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