New Aspect Financial Services LLC. is off to a busy start in 2017. We have had two company hosted and sponsored events in January. At our offices on Jan 6th we held a Community outreach day for the Aldea Children and Family Services youth program where we hosted a Life Success Workshop. We enjoyed meeting these amazing youth and having the opportunity to teach some basic business and life fundamentals.
New Aspect Financial Services, LLC, held our 2nd Annual Client Appreciation Event at our Napa Office located in the historical Migliavacca Mansion. Sponsoring companies educated current clients and guests while they enjoyed live music, food and wine. This was a family friendly event with numerous activities for the kids to enjoy. The event was a huge success and we look forward to celebrating our clients again next year!
Save The Date! Our Annual Client Appreciation Event is coming up on Oct. 8th. We will have great food, live music, wine tasting, and activities for the kids. We hope to see you here with friends and family to show how much we appreciate you.
Yesterday Matthew Mullowney and Karin Alvarado held a free seminar about Social Security Benefits here at our office in the Migliavaca Mansion in Napa California. At this seminar we talked about how social security benefits can help you and your family in your future.The event also featured complimentary wine and cheese to those who attended. Thank You to all those who attended and we hope you got plenty of helpful
On May 18th Karin Alvarado, along with guest speakers Larry Crocker and Al Chingren, held an seminar event at Rutherford Ranch Winery on Engineering A Successful Retirement Plan Experience. This seminar provided information on plan-level compliance and how you can design a retirement plan with more effective participant and retiree outcomes. It also provided educational information on the changing Fiduciary Regulatory Rules. Thank You to all who attended the event.
Join Karin Alvarado for a seminar on plan-level compliance and how you can design a retirement plan with more effective participant and retiree outcomes. Learn what participants value the most when planning on their retirement. Also get educational information on the changing Fiduciary Regulatory Rules. If you interested in attending this free educational event on May 18th, please RSVP to Lori Moirao at firstname.lastname@example.org See event details below:
Join Matthew Mullowney, Trevor Rose an Estate Planning Attorney, and Partick Rinehart a Local CPA for an Educational and Informational Seminar at the local Napa Valley Public Library on May 14th. Come and gather information regarding your retirement planning and how to navigate the broad financial landscape. Matthew also does these seminars at the American Canyon Public Library.
New Aspect Financial Services, of Napa, CA, is excited to announce a new partner of their financial services firm, Stephen Lozano. Stephen helps individuals, small business owners, corporations with their group benefits, investments, private banking and insurance needs. Stephen is the founder of SL Financial Group and cemented his place as partner at New Aspect Financial Services, in 2016. At New Aspect we look forward to having him as part
New Aspect Financial Services, LLC. is excited to announce a new member of their financial advisory team, Matthew Mullowney. Matthew brings his expertise in Wealth Management and Estate Planning. With a passion for working with business owners, Matthew obtained a QPFC designation which is considered a gold standard in the Qualified Plan Advisor Marketplace. At New Aspect we look forward to having him as part of our financial team. New
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New Aspect Financial Services, LLC. is licensed to sell insurance in AZ, CA, IL, MA, MI and MN, and is registered to offer securities in AZ, CA, FL, GA, IL, MA, MD, MI, MN, NY, OH and TX. Securities and Investment Advisory Services offered through Woodbury Financial Services, Inc., Member FINRA, SIPC and Registered Investment Advisor. New Aspect Financial Services, LLC. and Woodbury Financial Services, Inc. are not affiliated entities.