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

6:00 P.M. – 8:00 P.M.
Dinner will be served.

Troy Marriott Hotel
200 W. Big Beaver Road
Troy, Michigan 48084
(248) 680-9797

REGISTER FOR OUTLOOK 2018
IN TROY, MI

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.

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