Navigating Market Volatility in The New Year
As we head into 2023, learn how you can manage your wealth effectively despite the ups and downs of the market.
The team at Chatterton & Associates is looking forward to the new year with you! In this seminar, we’ll discuss what investors should be aware of for 2023, including economic changes, tax strategies, changes to the exemption amount, and more. Learn how to navigate and grow your wealth and remain resilient despite volatility with successful financial and tax planning.
What We'll Discuss:
Economic and Market Outlook for 2023
Financial Planning Strategies for Success
Tax Strategies You Can Use This Year
Estate Planning Changes to Consider
When:
In-Person Sessions:
Wednesday, February 1st, Lunch 11:30AM or Dinner 6:00PM
Thursday, February 2nd, Lunch 11:30AM or Dinner 6:00PM
Wednesday, February 8th, Lunch 11:30AM or Dinner 6:00PM
Thursday, February 9th, Lunch 11:30AM or Dinner 6:00PM
Live Virtual Session with Q&A:
Friday, February 10th, 11:30AM
*An individually packaged meal will be provided for in-person sessions.
Please Note: This event will be recorded. Videos and images from the event may be used in the future for promotional purposes.
We Look Forward to Seeing You!
Seats are limited on a first-come, first-served basis. We ask that you please limit your total party to 3 people. If you are unable to attend in person, but want to attend virtually, a recording will be sent to you directly after the event.
We look forward to seeing you at our seminar!
Location
The Classroom at
Chatterton & Associates
3061 E La Palma Ave.
Anaheim, CA 92806
Presented by:
Eric Y. Oh
Financial Planner
David Hiliard
Enrolled Agent
James F. Roberts
ESTATE PLANNING ATTORNEY AT THE LAW OFFICE OF JAMES F. ROBERTS & ASSOCIATES, APC
Davinda Wijemanne
Estate Planning Attorney at The Law Office of James F. Roberts & Associates, APC
Securities offered through Royal Alliance Associates, Inc., member FINRA/SIPC. Advisory Services offered through Chatterton & Associates. The Law Office of James F. Roberts and Associates is not affiliated with Royal Alliance Associates, Inc.
Join the Seminar
Complimentary for Attendees
Seating capacity is reduced and seats are limited on a first come first served basis. Please limit your party to 3 people total.
