Client Education Center
- 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
- Convergent Quarterly Education Q4 2018: Insurance Basics
- Convergent Quarterly Education Q3 2018: Long-Term Care and Hybrid Policies
- Convergent Quarterly Education Q2 2018: Socially Responsible Investing
