Do not wait until 2018 to start planning for 2018 Tax Strategies!
September 11th & September 12th | 11:30 Lunch session or 6:00Pm Dinner Session
Be our guest at this complimentary educational seminar as we discuss the following:
- Now that Tax Reform has passed, what are the opportunities and risks to the economy?
- Inflation/Trade/Interest Rates - How do these affect your portfolio?
- Are you prepared for the next bear market?
- What tax strategies should you look to implement?
Guest Speakers Include:
Kyle Schneider, CFP®, ChFC®, is a Certified Financial Planner™ who embraces a model of comprehensive financial planning that includes investment management, cash flow distribution strategies, taxes, estate planning, insurance, and wealth accumulation to create a fully unified financial plan that can leave a legacy for future generations.
Eric Oh, CFP®, ChFC®, is a Certified Financial Planner™ and joined Chatterton & Associates, The Wealth Managemnt Team, Inc. in 2008. He currently holds the Series 7 and 66 licenses, and is also a licensed life insurance agent and a member of the Financial Planning Association (FPA) – Orange County Chapter. Eric believes that a financial advisor’s biggest responsibility is client education; the more we educate, the more productive the relationship becomes.
Cameron Jalbert is a Financial Planner and licensed life insurance agent, and as the newest member of the advisory team he looks to the future of Chatterton & Associates. Cameron’s focus is to guide his clients through every aspect of their financial timeline by helping them create and manage a comprehensive financial plan unique to their individual objectives. Cameron received his Bachelor’s degree in Business Administration with emphases in Finance, Entrepreneurship, and Real Estate, per Cum Laude recognition from Chapman University, with addition of a Minor in Managerial Leadership.
The Classroom at Planning You Can Trust
3061 E. La Palma Ave
Anaheim, CA 92806