Client Education Center
- Convergent Quarterly Education Q4 2020: Election 2020: Impact
- Convergent Quarterly Education Q3 2020: Investing Basics and Taxation
- Convergent Quarterly Education Q2 2020: Life Insurance Basics
- Convergent Quarterly Education Q1 2020: The SECURE Act
- Convergent Quarterly Education Q4 2019: Portability of Applicable Exclusion Amount Between Spouses
- Convergent Quarterly Education Q3 2019: Understanding Social Security and Medicare
- Convergent Quarterly Education Q2 2019: All About Credit Scores
- Convergent Quarterly Education Q1 2019: Holding Equities for the Long Term
