Confluence Financial Partners-old

📉 The Federal Reserve just cut rates by 0.25%—the first reduction since December 2024. What does this mean for your savings, loans, mortgages, and investments?

In his latest blog, Bill Winkeler, CFA, CFP®, Chief Investment Officer, breaks it down:
✔ Short-term savings yields and floating-rate loan costs are moving lower
✔ Fixed mortgage rates may not see the same direct impact
✔ Stocks and bonds could benefit—but the outlook is nuanced

Read the full analysis here 👉https://hubs.la/Q03JPyZ50

Confluence Financial Partners is seeking a proven leader to drive the growth of our Retirement Plan Services department. This role is perfect for someone with:

✅ A strong track record of achieving goals
✅ Expertise in both selling and servicing retirement plans
✅ Leadership experience managing teams and building high-performing departments

As Director, you’ll serve as the trusted point of contact for plan sponsors and clients, while shaping the future of an essential part of our firm.

If you’re ready to make a meaningful impact and bring your vision to life, we want to hear from you.

🔗 Apply today: https://hubs.la/Q03J1v8_0

Join us for an in-person seminar:
Designing a Life and Legacy Through Intentional Planning

Presented by Greg Weimer, CEO of Confluence Financial Partners

We’ll guide you through:
✔ Defining what matters most and why
✔ Aligning your 'why' with a financial strategy
✔ Investing with purpose and intention
✔Consolidating your financial life for clarity

📌 Two dates. Two locations. One opportunity to shape your future. Choose the session that fits your schedule and start planning with confidence.

🍷 Come early for light refreshments and stick around after the seminar for complimentary food and drinks.

👉 Reserve your spot today. https://hubs.la/Q03GTMLV0