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An Opportune Evening for a Savvy Soirée

Writer's picture: pfeiffp67pfeiffp67
Jul 19, 20211 min read



Last Thursday evening, July 15th, NorthPoint Financial Planning, LLC hosted the first event in a planned future series. Aptly named, Savvy Soirée Episode 1: Tax Efficient Investing, the event drew more than 40 friends and clients of NorthPoint. The feature presentation was conducted by yours truly, but just as interesting was the opportunity for clients and friends to begin new relationships with others in the NorthPoint “family”. Exit survey results revealed ...


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