FINANCIALLY FIT IN 2018

25jan5:30 pm7:00 pmFINANCIALLY FIT IN 2018Pasadena - 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.

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Time

January 25, 2018 5:30 pm - 7:00 pm PST(GMT+00:00)

Location

Flintridge Center

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