Education Center
Client Education
- Convergent Quarterly Education Q2 2018: Socially Responsible Investing
- Convergent Quarterly Education Q1 2018: Planning for Marriage
- Convergent Quarterly Education Q4 2017: Making Smart Investment Decisions
- Convergent Quarterly Education Q3 2017: Saving & Investing Wisely
- Convergent Quarterly Education Q2 2017: Intro to Estate Planning
- Convergent Quarterly Education Q1 2017: A.B.L.E. Accounts
- Convergent Quarterly Education Q4 2016: Post Election Tax Policy
- Convergent Quarterly Education Q3 2016: Long Term Care
- Convergent Quarterly Education Q2 2016: Evaluating College Financial Aid
- Convergent Quarterly Education Q1 2016: Death of a Family Member
- Convergent Quarterly Education Q4 2015: Taxation of Investments
Financial Market Updates
- Convergent Financial Market Update Q1 2018
- Convergent Financial Market Update Q4 2017
- Convergent Financial Market Update Q3 2017
- Convergent Financial Market Update Q2 2017
- Convergent Financial Market Update Q1 2017
- Convergent Financial Market Update Q4 2016
- Convergent Financial Market Update Q3 2016
- Convergent Financial Market Update Q2 2016
