Lots of news from our Atlanta LFS Office!

Hi everyone.  It’s Lori blogging today from our Atlanta LFS office.  I just want to share a few quick updates and an invitation for all of you.

First (and most important if you ask me!) is that after 250 grueling study hours, I have just passed the Series 65 investment advisory licensing exam and am now a registered investment adviser along with my dad Bernie and sister Marci.   You will get formal notification in Q1 but I just wanted to share the good news now.

Although Marci has been working out of our new office in Atlanta since January and I joined her in June, we haven’t had an Open House yet to show off our new digs.  We never want to pass up the opportunity to celebrate good news, and since the market isn’t providing much these days, we are throwing ourselves a party!

The Atlanta clients have already been formally invited, but if anyone else is looking for an excuse to visit Atlanta, we would love to have you too.  Just let us know!

Date: Sunday December 9

Time: 4 to 7 pm (drop in)