Reify Wealth Advisors

10/22/2026

🎉 Congratulations to Madison Wagner on earning the Investment Foundations® Certificate!

This globally recognized certificate, offered by the CFA Institute, provides a foundation in the investment industry, covering key concepts such as investment instruments, markets, ethics, and the roles of industry professionals.

We’re proud to see our team members continue to invest in their knowledge and professional development. Congratulations, Madison, on this well-deserved achievement! 👏

10/06/2026

Technology is constantly advancing, making it tough to keep up on all the features that your smartphone has to offer.

Join us TOMORROW for a fun and informative workshop on using your smartphone! Come build your skills and confidence using your device.

Shane Fagan, CIMA®, AAMS®, will teach iPhone users, and Kyle McCune, CFP®, will guide Android users. They will provide tips and answers to questions on topics like security settings, backups, shortcuts, and more.

🗓 October 7 | ⏰ 6:00 – 7:30 p.m. | 🏢 Pyramid Three, Lower Level, Conference Room A & B | 💵 Free

🔗 Register at ReifyWealthAdvisors.com/events/using-your-smartphone-2026

To help you build your skills and confidence in using your device, we invite you to join us for this fun and informative workshop where Kyle McCune, CFP® will be guiding our Android users and Shane Fagan, CIMA®, AAMS® will be teaching our iPhone users.

09/08/2026

🎈 Happy, happy birthday this month to Tabitha and Robyn!

We hope the year ahead is as sweet as your birthday cake! 🎂

09/07/2026

Happy Labor Day weekend from the Reify team! 🇺🇸

Our office will be closed today, Monday, Sept. 7. We’ll be back tomorrow!

09/02/2026

Have you heard? Our Q3 newsletter is here!

In it, you’ll discover:
✅ Why you should plan NOW where you’ll live when you’re older
✅ How your habits can lead to financial freedom
✅ How AI is changing financial fraud
✅ What the IRS going digital means for you

🔗 Read more: https://www.flipsnack.com/worleyerhartgraves/rfy-0012-3q26-newsletter-spreads-fnl

08/31/2026

Working together is great. Scoring a great thrift find together? Even better. 😉

Margaret and Ken are both avid thrifters, so naturally, a shopping trip together was in order. They recently visited Thrifty Threads to hunt for some treasures and show off their finds.

08/28/2026

Did you know you have to take money out of your retirement accounts by a certain age, or you could face a penalty?

Don’t worry, we can help you understand when and how much, so you can be prepared! 💜👊

Here are 6️⃣ FAQs you NEED to know: https://www.reifywealthadvisors.com/blog/6-faqs-required-minimum-distributions

08/27/2026

🎂 Hip hip hooray! This month, we’re celebrating Ken’s birthday!

Join us in wishing him an extra special year ahead!

08/26/2026

Happy National Dog Day from our team’s favorite pups! 🐶🐾

Celebrating Matt's pug Obi, Paige's dogs Angel & Rizzo, Tabitha's doodle Teddy, Margaret's sheepadoodle Matilda, and all the Reify “support staff" today and always!

08/21/2026

When Rana isn't helping the Reify team, you might find her trading the office for the great outdoors! 🌲🥾

She recently took a camping trip to Potato Creek State Park and got in some quality hiking along the way.