Desiree Weppner promoted to Human Resources Manager for Level Financial Advisors

Desiree Weppner Promoted to Human Resources Manager

PRESS RELEASE Amherst, NY: Level Financial Advisors has promoted Desiree Weppner to the position of Human Resources Manager at its fee-only investment management and financial planning firm. She will assist the company in all aspects of employee relations, payroll, 401k and benefits administration, along with hiring and retention activities.  As part of...

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5 actionable strategies individuals can take now to save taxes in retirement

VIDEO: 5 Year-End Tax Strategies

Level Financial Advisors’ Chief Investment Officer & Partner, Steven Elwell, CFP® and Financial Advisor Paul Coleman III, CFP® discuss simple, actionable strategies you can take now that will save money and avoid taxes! This webinar was originally recorded November 18th.

Important Link from Webinar: