Description
The Economy and Taxation in a Post-Election Year
Guest Speakers:
Guest Speakers: Charles Luke, CFA, Chief Investment Officer at City National Rochdale
Hank Kulik, CFP, Independent Advisor Solutions at SEI
Topics Include:
- A new economic landscape under the Trump administration
- Tax changes
- Estate planning
- Gifting Strategies
- Tax efficient investing
- Impacts to small businesses
Thursday, January 30th
6:00pm Central Time
Zoom link
https://us06web.zoom.us/j/81856859924?pwd=uatGtvErGppzHl6TrFpat2AorKnGWg.1
This seminar is for information purposes only. Guest speakers and their firms are not affiliated with or endorsed by PAS, Guardian, or Hammortree Financial Services and opinions stated are their own. 7500574.1 Expiry 2/28/2025
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.
Date and Time
Thu, Jan 30, 2025
6:00p - 7:00p CST