Thursday, March 31, 2022
11:45a - 2:00p EST
Hutchinson Shores Resort and Spa
3793 NE Ocean Blvd
Jensen Beach, FL 34957
Note: Doors will open at 11:45am. Lunch will be served at 12:00pm. The presentation will begin promptly at 12:30pm.
The market volatility has increased in the new year. We will discuss how to react to the recent market moves and how it may affect your long-term financial plan. What protection do you have in place to deal with increased market volatility?
- Where do we take income from?
- What changes should we make with the latest tax rules?
- What are strategies to prepare for market fluctuations?
- What can we do besides panic and sell?