Description

Lunch is on us! Come and meet your host, Joe Ortiz and learn about 'Year-End considerations for your financial strategy,' including estate planning, Roth conversion, open enrollment checklist and steps to help maximize a financial windfall. Bring a guest and join us for our Outlook and Opportunities seminar. We'll discuss how current market conditions and the political, economic and cultural forces that shape our markets can affect you as an investor. Please use the RSVP form below or call today to reserve space for yourself and a guest at this event. We look forward to seeing you! Lunch is on us at Va Bene.