DATE: Saturday, February 11, 2023
TIME: 8:00 am to 11:30 am
LOCATION: Concordia University Pharmacy School – 12800 N. Lake Shore Drive, Mequon
RSVP: By January 25, 2023 – Guests welcome via RSVP
8:00 am – 8:30 am: Registration and light breakfast
8:35 am – 8:45 am: Intro – Matthew Richmond
8:45 am – 9:15 am: Market Outlook
9:15 am – 9:45 am: Tax Planning Strategies
9:45 am – 10:00 am: Break
10:00 am – 10:30 am: Estate Planning
10:30 am – 11:15 am: Social Security & Medicare & Exchange
Advisors and Professionals will be around for a bit after formal presentations, but we especially encourage you to contact your advisor for a one on one appointment to discuss specific questions and concerns.
This is an informational event only.Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPCLPL Financial is a separate entity from all the companies presenting.Richmond Investment Services is a separate entity from LPL financial and all the companies presenting. Investing involves risk including possible loss of principal. No investment strategy or risk management technique can guarantee return or eliminate risk in all market environments. This information is not intended to be a substitute for specific individualized tax or legal advice. We suggest that you discuss your specific situation with a qualified tax or legal advisor.The opinions and forecasts voiced in this material are for general information only and are not intended to provide specific financial advice or recommendations for any individual. The economic forecasts are subject to change and may not develop as predicted. To determine which investment(s) may be appropriate for you, please consult your financial professional prior to investing