• treecityweb

Performing a Beneficiary Audit

Not quite sure who your beneficiary is? A simple beneficiary audit can fix that! Our financial advisor, Alex Lundgren, joins our educational series to explain why this is SUPER important 😲

0 views0 comments

Recent Posts

See All

SBA and Treasury Announce PPP Re-Opening

The Treasury Department and Small Business Administration have announced that the Paycheck Protection Program (PPP) will re-open the week of January 11 for new borrowers and certain existing PPP borro

Tree City Advisors, LLC.    |    An SEC Financial Advisory Firm

1673 W Shoreline Drive, Suite 140  |  Boise, Idaho 83702

©2020 Tree City Advisors

All Rights Reserved

  • Facebook Social Icon