Client Education Center
- Convergent Quarterly Education Q3 2021: ABCs of Financial Aid
- Convergent Quarterly Education Q2 2021: Revocable Living Trust
- Convergent Quarterly Education Q1 2021: An Introduction to SPACs
- 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
