Let’s Get Together - VirtuallySubmitted by Reby Advisors | Certified Financial Planners | Danbury, CT on October 15th, 2020
Reby Advisors, October 15, 2020
In our Summer Newsletter, we wrote about how we have been staying connected, as a team and with you, our clients and potential new clients, by way of virtual meetings. Platforms like Zoom, WebEx and Microsoft teams are just some of the ways that businesses, families, and friends are staying in touch. It is our plan to continue to use this format, for our team and our clients.
We really miss seeing everyone in the office, team members and clients alike. There is an energy that happens when people gather, which we know is hard to duplicate via an electronic medium or conference call.
But everyone’s health and safety remain our priority, and until we are comfortable that it is safe to return to in-person meetings, we are encouraging meetings by way of Zoom. This method of getting together can seem intimidating at first, particularly if you have never joined such a meeting, but it is very user friendly, usually just a click and a call.
During these times, where so many of our routines have been disrupted, it is important that we continue to meet with you to discuss your goals, concerns, and any questions that you may have. At this point, we don’t know when we will be able to safely resume in-person meetings, so we encourage you to meet with us in our virtual conference rooms.
If you would like to set up a meeting with your advisory team, please feel free to call our office at 203-790-4949, if we have not already reached out to you. We are available to answer questions regarding Zoom, or other topics, and look forward to “seeing” you soon.
October Is Financial Planning Month!
A study conducted by the CFP Board found that households with a financial plan save more, have less debt, and feel more confident in being able to achieve their goals than those without a financial plan. Now that we're in the fourth quarter of 2020, it's a great time to revisit your goals, determine whether you're on track to achieve your them, and assess your opportunities to strengthen your financial situation.
The Fall 2020 Edition of the Reby Advisors Newsletter is now available! Simply click below to download the PDF.