Broker Check
01 Feb
10th Annual Economic Forecast & Tax Strategies Update

Description

Economic Forum with guest speakers SEI and City National Rochdale

Topics to Include:

  • Current market outlook
  • Market conditions as we head into an election year
  • Changes in tax law
  • Tax minimization strategies

Thursday, February 1st, 12:00 pm central


 Register today – CLICK HERE

Brought to you by:

Annette Hammortree, CLTC, RICP®

Becky Novin-Cannon, JD, CExP™

Karen Jessey, ChFC®, CLU®, RICP®, CExP™

Annette Hammortree is a Registered Representative and Financial Advisor of Park Avenue Securities, LLC (PAS): OSJ: 1166 Quail Court, Suite 100, Pewaukee, WI 53072, 262-746-9270. Securities products and advisory services are offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America (Guardian), New York, N.Y. PAS is a wholly owned subsidiary of Guardian. Third Coast Advisors, Inc. is not an affiliate or subsidiary of PAS or Guardian. Hammortree Financial Services is not an affiliate or subsidiary of PAS or Guardian. Third Coast Advisors, Inc is not registered in any state or with the U.S. Securities and Exchange Commission as a Registered Investment Advisor. CA Insurance License #0K12084, AR Insurance License #371811, Florida Insurance License #P057289.

Rebecca Novin-Cannon, Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly-owned subsidiary of Guardian. Novin Cannon Financial Group LLC and Certified Financial Services LLC is not an affiliate or subsidiary of PAS or Guardian. OSJ: 52 Forest Ave., Paramus, NJ 07652, 201-843-7700. Not practicing for Guardian or its subsidiaries or affiliates.

Karen Jessey, Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). . OSJ: 6455 S Yosemite St #425 Greenwood Village CO 80111, 303-770-9020. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. CA Insurance License Number - 0D30689. Strategic Wealth Partners is not an affiliate or subsidiary of PAS or Guardian.

This seminar is for informational purposes only. Guest speakers and their firms are not affiliated with or endorsed by PAS, Guardian, Third Coast Advisors, Hammortree Financial Services, Novin Cannon Financial, or Strategic Wealth Partners and opinions stated are their own. 2024-167260 Exp 2/1/2024

 


 

Date and Time

Thu, Feb 01, 2024

12:00p - 1:00p CST

Location

Virtual

PT1H

Event Registration


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