Please join us for our upcoming Mid- Year Planning Webinar. We'll be answering some of your most pressing questions, taking a brief look at recent market behavior, and reviewing how we're continuing to serve you and your financial strategy. Feel free to invite your friends and loved ones. RSVP today to save your seat.

Topics covered:

•  Review of first half year 2023
  a. State of the economy and stock market
  b. Impact of the Federal Reserve interest rate policy
  c. How the economy avoided a recession
  d. Why the stock market rallied in the second quarter
  e. Why is housing market still stable
• Strategies for second half of 2023
  a. Key strategies the wealthy implement for the second half year
  b. Maximize your 401k with strategies to enhance returns and account values
  c. Investment hacks to consistently build wealth
  d. Estate planning action steps to assure your family is protected