Discussion on Recent Market Volatility and the Implications of Trump’s Tax Plan
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.
Date and Time
Tuesday Dec 4, 2018
11:30 AM - 1:00 PM PST
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
Location
FLEMING’S PRIME STEAKHOUSE 2301 Rosecrans Avenue El Segundo, CA 90245
Fees/Admission
R.S.V.P. Required by Friday, 11/28/18.
Contact Information
Kindly call (310) 536-1670 or email:
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