FINANCIALLY FIT IN 2018

01mar5:30 pm7:00 pmFINANCIALLY FIT IN 2018 Valencia - 5:30pm

Event Details

JOIN US FOR OUR ANNUAL ECONOMIC AND MARKET UPDATE! 

We will take you through a recap of what we saw in the markets in 2017 and what trends we are expecting to play out in 2018 and beyond.

ADDITIONALLY, WE WILL SPEND TIME DISCUSSING:

  • Tax Reform 
    • Understand how this will impact your taxes in 2018 and beyond.
    • How will the $10,000 limit on the state income and property taxes impact you?
    • Business Owners – how will the new pass through tax rules impact you?
  • Investment Review – 2017 was a banner year. Is now the time to rebalance and make sure your portfolio matches your risk tolerance and financial goals?
  • Interest Rates – the Federal Reserve raised rates in December. We will discuss interest rate and inflation expectations for 2018.

GUESTS ARE WELCOME! REFRESHMENTS AND LUNCH/DINNER WILL BE SERVED

Register by Phone: 661/430-0976 or by Email: [email protected]

Please include your preferred location, date, and session time.

Download PDF

RSVP Now

RSVPing is closed at this time.

Can not make it to this event?Change my RSVP

Time

March 1, 2018 5:30 pm - 7:00 pm PST(GMT+00:00)

Location

Vance Wealth

26491 Summit Circle

Other Events

Get Directions

Leave a Comment