17 Nov
2022 Year-End Market Outlook

Description

IN TODAY'S HEADLINES...

  • Why the 2022 Midterm Elections Matter to You--Choices, Changes, Challenges for Smart Investing
  • Investing Takeaways from the 2022 Midterm Elections--Is Your Investment Portfolio in the Best Position to Weather the Coming Storm?
  • Have We Seen The End of Rate Hikes?--Are You Prepared?
  • Is the Worst of the Recession Yet to Come?--Is Your Investment Portfolio Resilient to Recession?
  • Can Tax Advantage Investing Protect Your Portfolio from the Increase of State and Federal Taxes?
START PURSUING YOUR FINANCIAL GOALS

Our educational presentations focus on sound financial strategies that may help you:

  • Take steps to potentially manage taxes and increase your net worth
  • Make your money work smarter, harder, and last for the DURATION of your retirement 
  • Diversify your investments
  • Ensure you can cover the costs of healthcare in retirement
  • Benefit from tax deferral of income
  • Learn about investments that are not correlated to the stock market
  • Take the steps to ensure you'll maintain your lifestyle and legacy during retirement 
This complimentary event is open to a limited number of attendees. Reservations are on a first-come, first-served basis. 

Date and Time

Thu, Nov 17, 2022

6:00p - 8:00p PST

Location

Santa Barbara Carriage Museum

129 Castillo Street
Santa Barbara , CA 93101
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PT2H
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