Manhattan Beach

Discussion on Recent Market Volatility and the Implications of Trump’s Tax Plan

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Name: Discussion on Recent Market Volatility and the Implications of Trump’s Tax Plan
Date: December 4, 2018
Time: 11:30 AM - 1:00 PM PST
Event Description:
How Do Rising Interest Rates Impact Your Investments? Recent Market Volatility and the Implications of Trump’s Tax Plan
 
Rising Rates and Midterm Elections: How do increasing bond yields and the recent midterm elections affect your investment portfolio performance?
 
Tax Cuts & Job Act Status of Tax Reform: How does the Trump Plan impact your estate planning and California business owners?
 
Join us for a thought provoking discussion on this and more while we look ahead to 2019. Limited seating. Nontransferrable.

Host: David G. Adishian, CPFA, CRPC® Wealth Management Advisor
Speakers: David G. Adishian, CPFA, CRPC® Wealth Management Advisor Senior Vice Presdident Senior Portfolio Manager Mike Cody, CPA, MBT Lieb, Cody and Company Certified Public Accountants, Inc.
R.S.V.P. Required by Friday, 11/28/18.
1.       Kindly mention the Manhattan Beach Chamber when confirming your reservation.
2.       Seating is limited. This presentation is geared for investors with in excess of $1 million portfolio assets.

 
Location:
FLEMING’S PRIME STEAKHOUSE 2301 Rosecrans Avenue El Segundo, CA 90245
Date/Time Information:
Tuesday, December 4, 2018 11:30 a.m. to 1:00 p.m. Luncheon & Presentation Tuesday, December 4, 2018 6:30 p.m. to 8:00 p.m. Dinner & Presentation
Contact Information:
Kindly call (310) 536-1670 or email:
Fees/Admission:
R.S.V.P. Required by Friday, 11/28/18.
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