Broker Check

Thriving in a Volatile Market

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Thursday, March 31, 2022

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?

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Thank you!