CHARLOTTE, N.C. – John G. Ullman & Associates, Inc. (JGUA) and Lodestone Real Estate are thrilled to announce their partnership for a four-part financial seminar series. The series, slated to begin on January 25th, will cover topics such as Passive vs. Active Investment Management, Next Generation Financial Literacy, Protection of Assets and Retiring to a Future.
“We could not be more excited to be partnering with Lodestone Real Estate for this series,” remarked JGUA Director of Relationship Development David Plante, CFP®. “We look forward to the impact that these seminars can have in providing valuable insights and strategies participants can utilize in their own financial journeys.”
Senior Advisor Todd Brost, CFP® and Associate Advisor Jakob Brost, MS will be the feature presenters for all four sessions. All of the scheduled seminars will take place virtually, and interested individuals will receive a link to attend the session following their registration. A full schedule for the series and a registration link for the first session can be found below.
“As we look to continue to help our clients make the best investment decisions for them and their families, it makes sense to bring in a partner who shares our values of education, communication, and love of our clients,” said Alison Alston, Owner Lodestone Real Estate. “JGUA has thoroughly impressed us with their market knowledge, breadth of client resources, and ability to communicate with all levels of investors. We have enjoyed getting to know and work with them and know our clients will too!”
Seminar Dates & Topics
Passive vs. Active Investment Management – Thursday, January 25th – Watch Session Recording
Next Generation Financial Literacy – Thursday, April 25th
Protect Your Assets – Thursday, July 25th
Retiring to a Future – Thursday, October 25th
Register for Next Generation Financial Literacy
About Lodestone Real Estate
Lodestone Real Estate was founded in 2012, in Charlotte, North Carolina. They leverage the power of a team whose knowledge spans decades and includes real estate investing, new construction, luxury, and senior real estate specialties. Lodestone Real Estate learns your hopes and dreams and shares their knowledge, tools, and resources to help you achieve them. They are in the top 1.5% in the nation, have the #1 agent in North Carolina, and have helped more than 2,000 families buy, sell, and invest in real estate since their founding.
About John G. Ullman & Associates, Inc.
John G. Ullman & Associates, Inc., was founded in Corning, N.Y. in 1978. The firm is a Registered Investment Advisor (RIA) registered federally with the Securities & Exchange Commission*. As an independent, fee-based investment management firm JGUA provides comprehensive wealth management strategies and services to their clients. The firm manages over $1 billion in client assets, with a staff of more than 75 employees over four locations, including Horseheads, N.Y., Rhinebeck, N.Y., Charlotte, N.C. and Corning.
If you are interested in learning more about how JGUA could help you, visit our website HERE, or call 1 (800) 936-3785. You can follow us on, LinkedIn, Twitter, Facebook, Instagram, YouTube and The JGUA Blog.
*Registration does not imply a certain level of skill or training.
