Our team is looking forward to your attendance at our annual luncheon event on Saturday, April 27th.
This year, we have an exceptional guest speaker, Bill McManus, who will enlighten us on the crucial topic of brain health and the significance of age-proofing your most valuable asset. Alongside, we’ll delve into insightful discussions on market and investment outlooks for 2024, effective tax planning strategies, and the undeniable power of compounding.
This luncheon offers a unique opportunity for you to shape your financial strategies for the year ahead and beyond.