Broker Check
11 Oct
2021 - The Year Thus Far : Perspective on what we can see...and thoughts on what we can't


Join us as we review the year's events in both the equity and fixed income markets, what those events may mean for the coming year and how investors could consider positioning themselves in light of our forecast.  We also discuss financial planning considerations ahead of new tax law changes.  And, finally, we will touch on how to mimic institutional investors in developing a investment policy for your family.

Date and Time

Mon, Oct 11, 2021

6:00p - 8:00p EST


Fernandina Beach

David's Restaurant
802 Ash Street
Fernandina Beach , FL 32034


Seating is limited to 12.

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