“For last year’s words belong to last year’s language and next year’s words await another voice”

Heritage Update

One For the Record Books

The year 2020 will likely go down in history as one for the record books. From the COVID crisis, to the resulting economic and market challenges, to an election cycle like no other, we’ve lived through an extraordinary year. While the market often reacted with significant ups and downs, Heritage focused on the discipline we are known for, and continued to help our clients achieve their goals.

We’re Staying Connected

Even though most in-person events have been tabled for now, Heritage has continued to remain active in a virtual environment. We recently participated in the Florida Bar Legislative Update, and are continued sponsors of the Real Property, Probate and Trust Law Section, in addition to attending two East Coast Estate Planning Council Events. While the “room” may look different, the conversations remain insightful and the virtual venue facilitates opportunities for meaningful exchange of ideas, allowing us to stay connected.

Bring in the New Year

Every year brings with it the renewed opportunity to reset your personal and professional goals, review your accomplishments, course correct as needed, and start fresh. The New Year also presents the perfect time to review your financial goals, talk to your advisor about your plan, and ensure that what you are doing will best allow you to secure your financial future.

Employee Profile

Joanne Cascossa

Joanne Cascossa

Receptionist/Administrative Assistant

Joanne is the first person everyone sees when they enter our offices in Pompano Beach, and her friendly disposition and helpful attitude is why our clients love her. She joined Heritage over a decade ago as a receptionist/administrative assistant, having worked in the financial services industry in marketing and administration. When she’s not at Heritage, you can find her volunteering at a local arts center, attending theatrical and community events, and most importantly, cheering on her hometown Buffalo Bills!