Virtual 2020 Economic Town Hall
Please join our human-centric team of tax-integrated* wealth advisors for a Virtual 2020 Economic Town Hall.
- Stock Market Update
- State of the Economy
- Stimulus Package
- Historical Context
- Edward G. Sella, CPA/PFS, CFP®
- Jason J. Davis, CFA, CIMA®
- Matthew E. Gilchrist, CPA/PFS, CFP®
- Rory M. McGlynn, CFP®
- JOIN US FRIDAY, March 27, 2020 AT 5:30 PM
Securities offered through Raymond James Financial Services, Inc., (RJFS) Member FINRA / SIPC.
RJFS financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact SPC for information and availability.
Investment advisory services offered through SPC. SPC and S&M are not registered broker-dealers and are both independent of RJFS. *SPC does not provide tax or legal advice. Tax services and analysis are provided by the related firm S&M through a separate engagement letter with clients.
Any opinions are those of the speaker and not necessarily those of RJFS, SPC, or S&M. Expressions of opinion are as of the date and are subject to change without notice. There is no guarantee that the statements, opinions, or forecasts provided will prove to be correct.
Please note changes in tax laws + market conditions may occur at any time and could have a substantial impact upon each person’s situation. You should discuss tax or legal matters with the appropriate professional.