outlook 2018

Join us as we share timely insights on the economy, markets, and financial planning strategies in the midst of our constantly changing environment.

Topics will include

An overview of the recent tax law changes and what they mean to you.

Our outlook for the economy and financial markets. Can growth continue?

Informative trends, strategies, and planning tips for 2018.

 

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FEATURED SPEAKERS

 

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Nathan Mersereau, CFP®
President

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Jim Long, CFA®, CFP®, CMFC®
Director of Investments

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Jim Niedzinski, CFP®, AIF®
Wealth Advisor

DATES AND LOCATIONS

Troy, Michigan
Thursday, January 25
(This event date had passed)

REGISTRATION IS CLOSED
FOR THIS DATE

Naples, Florida
Tuesday, February 6

11:00 A.M. – 1:00 P.M.
Lunch will be served.

DoubleTree Hotel
12200 Tamiami Trail North
Naples, FL 34110
(239) 593-8733

REGISTER FOR OUTLOOK 2018
IN NAPLES, FL

Sarasota, Florida
Wednesday, February 7

11:00 A.M. – 1:00 P.M.
Lunch will be served.

Ritz-Carlton Hotel
1111 Ritz Carlton Drive
Sarasota, FL 34236
(941) 309-2000

REGISTER FOR OUTLOOK 2018
IN SARASOTA, FL 

REGISTER TODAY!

Please invite guests, though seating is limited.

 

2018 OUTLOOK WEBINAR

 

Wednesday, February 14 at noon (EST)

If you are unable to attend one of our onsite presentations, please join us for a 1-hour online presentation to gain insight into recent tax law changes, plus discover our perspective on investing and planning strategies for 2018.

 

REGISTER FOR THE WEBINAR