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Lauren Smith
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Lauren Smith
Home
About
Widowed
Divorced
Head of Household
Services
Resources
Contact
FINRA's BrokerCheck
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Folder: I Am...
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Widowed
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Head of Household
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FINRA's BrokerCheck
Lauren Smith 4/21/21 Lauren Smith 4/21/21

Tech Tools to Make Your Life Easier (Ep. 25)

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Lauren Smith 4/7/21 Lauren Smith 4/7/21

Transition into Retirement with a Coach as Your Guide — With Cindy Wylie (Ep. 24)

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Lauren Smith 3/24/21 Lauren Smith 3/24/21

Your 2021 Tax Planning Guide (Ep. 23)

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Lauren Smith 3/10/21 Lauren Smith 3/10/21

The World of Insurance — With Marissa Sweet (Ep. 22)

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Lauren Smith 2/24/21 Lauren Smith 2/24/21

Answering the Question, “When Can I Retire?” (Ep. 21)

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Lauren Smith 2/10/21 Lauren Smith 2/10/21

What Might 2021 Bring to the Stock Market? (Ep. 20)

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Lauren Smith 1/13/21 Lauren Smith 1/13/21

What Will a Biden Presidency Mean for Investors? (Ep. 19)

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Lauren Smith 12/30/20 Lauren Smith 12/30/20

Taking Some Time to Reflect (Ep. 18)

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Lauren Smith 12/16/20 Lauren Smith 12/16/20

Traveling in our COVID-19 World — With Maddy Foxx Moffitt (Ep. 17)

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Lauren Smith 12/2/20 Lauren Smith 12/2/20

How Retirement Planning Can Optimize Your Retirement Taxes (Ep. 16)

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Lauren Smith 11/18/20 Lauren Smith 11/18/20

IRA End-of-Year Planning Strategies (Ep. 15)

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Lauren Smith 11/4/20 Lauren Smith 11/4/20

Investing After the 2020 Election (Ep. 14)

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Lauren Smith 10/21/20 Lauren Smith 10/21/20

How Can You Better Protect Your Information and Identity? (Ep. 13)

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Lauren Smith 10/7/20 Lauren Smith 10/7/20

Addressing Your Market Concerns — With Brian Wesbury (Ep. 12)

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Lauren Smith 9/15/20 Lauren Smith 9/15/20

Navigating the Markets During a Global Pandemic (Ep. 11)

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Lauren Smith 8/26/20 Lauren Smith 8/26/20

3 Ways To Improve Your Self-Being During the Pandemic (Ep. 10)

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Lauren Smith 8/12/20 Lauren Smith 8/12/20

The SECURE Act and What it Means for Your Retirement (Ep. 9)

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Lauren Smith 7/15/20 Lauren Smith 7/15/20

The Eculent Experience in Kemah, Texas – With Chef David Skinner (Ep. 8)

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Lauren Smith 7/1/20 Lauren Smith 7/1/20

The Stock Market is Looking Good, So Why is the Economy Still in Bad Shape? (Ep. 7)

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Lauren Smith 6/17/20 Lauren Smith 6/17/20

How COVID-19 is Impacting the Hospitality Industry — With Benjamin Berg (Ep. 6)

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Lauren Smith is a Financial Advisor serves as a Chief Operating Officer and Managing Partner of Winstone Wealth Partners in Houston, Texas.

She is a CERTIFIED FINANCIAL PLANNER® Professional.

Winstone Wealth Partners

1400 Post Oak Blvd., Suite 150. Houston, Texas 77056

Phone: (713) 244-3030

Winstone Wealth Partners provides all investment advisory services through
Concurrent Investment Advisors, LLC, an SEC Registered Investment Advisor.

Disclosures  |  Form CRS  |  BrokerCheck