FINANCIALLY FIT IN 2018
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
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: Shanele.Stoll@VanceWealth.com
Please include your preferred location, date, and session time.
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(Thursday) 12:00 pm - 1:30 pm PST