The better informed you are, the more prudent your decisions will be. That is why EP Wealth Advisors is here to help you better understand your financial situation. Whether that's communicating to you through the financial advice process or providing educational seminars, we want to equip you with as much financial education as we can. Our resources include white papers, videos, and articles on personal finance, market outlooks, investments, and even how legislative changes may affect your personal financial plan and customized investment portfolio. You can find many of these on our "Resources" page and blog.
EP Wealth's Director of Portfolio Strategy Adam Phillips, CFA, CFP is the voice of the investment committee. He writes and co-hosts client education series including:
Led by our Director of Financial Planning Erin Voisin, CFP®, MS, EA, CDFA®, ChFC® we host educational webinars year-round available for all clients. Past topics include:
We are passionate about financial education. So if you or your organization (schools, money clubs, employee education at companies) want to create an event where we speak on a financial or investment topic, we'd be happy to see if we can help.