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Economic Forecast & Tax Strategies 

8th Annual Economic Forecast & Tax Strategies Update
With guest speaker Dean Mioli (CPA/PFS, CFP, CIMA, CLU)

Topics Include:
• Biden administration’s proposed changes to tax law
• Impact of the proposed changes to investors
• Economic forecast as the pandemic dissipates
• Interest rate environment and how it affects us

6:00pm Thursday, April 22nd Virtual Via Zoom

 

Please RSVP by April 19, 2021
By visiting www.hammortreefinancial.com
Or calling 815-788-7420

Creating Peace of Mind

It starts with a handshake, a cup of coffee, along with a little discussion about your goals and dreams and how we might serve you in your journey. Then something extraordinary begins to happen. Our associates quickly identify how and if we can enhance your financial services experience. Even at this first meeting we'll open doors to new and undiscovered opportunities. We leave the next step up to you. We are here for one reason, to serve you better by helping you make smart decisions about your money.

Together we will aim to build a future that you can count on. Let us introduce you to some extraordinary and wonderful possibilities.




All investments contain risk and may lose value. No investment strategy can ensure peace of mind, assure profit, or guarantee against loss.

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Meet Our Team

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With something as personal as your finances, it’s important to work with an advisor you trust and with whom you want to work for the long-term. After all, building a comprehensive plan is not a one-time event; it is an ongoing process that requires adjustments as your life or goals change. At Hammortree Financial Services we want to fill this role in your life. We welcome the opportunity to guide you along your financial path. Call us or request an appointment below.

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