Private Client Group Newsletter Q2

Signature Fund for Giving

The Signature Fund for Giving (“Fund”) is dedicated to enhancing SEIA’s relationship with our partner organizations to empower our community’s youth.

SEIA and SFFG are proud to announce our partnership with the Foundation for Financial Planning where our CERTIFIED FINANCIAL PLANNER™ (CFP®) designated Advisors will provide pro bono financial planning to our communities most financially vulnerable members. We share in the Foundation’s mission in providing access to financial literacy in an effort to create financial stability and are excited to be a part of their phenomenal platform.

We invite you to learn more about the Foundation’s mission through their website .

 

 

 

 

If you have any questions regarding our Fund or how to participate, we invite you to contact Hayley Wood at 310-712-2323 or hwood@seia.com.

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Dated Material

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