All Forum Posts by: Jillian Ez

Wow, this was a great article

Thank you @Shane Lafleur! Will you post on this thread? If not, where should I look?

Hi @Shane Lafleur does this happen monthly? If so, what's the best way to get on an email list? Thanks!

Sorry I found the link, not sure how to delete my previous post on desktop!

@Ryan Casady sorry I missed this one. Can you put me on your email list for the next one?
Thanks!

Same!

Thank you all so much for the warnings about Anderson. Suspicions confirmed.

Thanks @Chad Duncan! I transferred to to a new FA who is a certified CFP so and we started the process, so I'm all set there. I still need a good CPA though!

Thanks, @Mitch Miller! Those are the types of things I want the tax planner/CPA to tell ME about! But I've noted them. Where can I find more info about those networking groups?

Oh yes and I'm in Cary now, but I'm probably going back to LA on Sunday. I'll be back in early January and would love to join any investor groups you recommend!!