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February 2023  | The Classroom at Chatterton & Associates

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

Investment Portfolio Management


Financial Planning Strategies for Success


Tax Planning Strategies

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 Oh | Chatterton & Associates

Eric Y. Oh

Financial Planner

Davinda Wijemanne | LAW OFFICE OF JAMES F. ROBERTS & ASSOCIATES, APC

David Hiliard

Enrolled Agent

Eric Oh | Chatterton & Associates

James F. Roberts

ESTATE PLANNING ATTORNEY AT THE LAW OFFICE OF JAMES F. ROBERTS & ASSOCIATES, APC

Davinda Wijemanne | 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

34
DAYS
19
HOURS
48
MINUTES
38
SECONDS

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.

Check the background of this firm/advisor on FINRA’s BrokerCheck.