Tuesday Talks

MONTHLY INFORMATIONAL VIDEO CONFERENCE CALL

 What To Look Out For, Why You Get Emails or Texts That Are Obviously Scams, & Ways To Protect Yourself​

Tuesday, May 10, 2022

12:00 – 12:30 P.M.

We are extremely excited to invite you to join us and our guest speaker this month, FBI Special Agent Laura Brunstetter. It can be hard to discern scams, but Special Agent Brunstetter is going to share ways you can protect yourself in the digital age. Please feel free to invite your friends and family to join us as this talk will be relevant for all ages and all walks of life.

At Precept Wealth Management, you are the best part of what we do. We would like to say thank you to all our clients and friends who have supported us through this last year. Please join us for an open house!

Precept Wealth Management is hosting a public informational call monthly as an opportunity to share new information. This month, guest speaker Philip Blancato will be giving an update on the market. Philip has been in the financial services industry for thirty-two years with a specialized knowledge of portfolio and risk management, asset allocation, and macro-economic theory as well as constructing and implementing seamlessly integrated platforms of fee-based solutions. Philip has been quoted several times in the Wall Street Journal, and frequently appears on CNBC and Fox Business. 

Precept Wealth Management is hosting a public informational call monthly as an opportunity to share new information. This month Kyle Sadler will demonstrate how to navigate the online account portal. Learn how to view your current account balance, link outside bank, brokerage, and other types of accounts, safely and securely share private documents with your advisor, and more!

Precept Wealth Management is hosting a public informational call monthly as an opportunity to share new information. This month, guest speaker Mark Eibel will be giving an update on the market. Mark Eibel is the director of client investment strategies for Russell Investments. In this role, Mark implements model strategies into client portfolios and helps set strategic asset allocation targets. He is also responsible for helping to drive product innovation on the private client side of the business.