Calendar
Sep
11th
- Sep
12th

The Post-Reform Economy – Strategies for Your Success

Sep 11th - Sep 12th • (All day) • Planning You Can Trust Classroom

The Post-Reform Economy – Strategies for Your Success

Anaheim, California – September 11th & 12th, 2018 | 11:30Am or 6:00PM

Planning You Can Trust® (“PYCT”) is presenting a complimentary seminar series covering proactive ways to reduce your taxes, preserve your assets and the importance of a well-rounded financial team.

What We Will Cover:

  • 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?

PYCT’s Proactive Tax Planning Seminars will be held at 3061 E. La Palma Ave. in Anaheim and registrations can be made online at pyctseminars.com. This event is complimentary and dinner or lunch will be served. Opportunities for questions will made available at the end of the each seminar along with the ability to meet with an advisor at a later scheduled time.

 

Chatterton & Associates – The Wealth Management Team, Inc. | Office: (714) 572-2050

Advisory and financial planning services offered through Chatterton & Associates – The Wealth Management Team, Inc., a registered investment adviser.  The Investment Advisor Representatives of Chatterton & Associates also offer securities through Royal Alliance Associates, Inc., member FINRA/SIPC.  Planning You Can Trust is a marketing and communications name for financial, tax and estate planning services offered through Chatterton & Associates – The Wealth Management Team, Inc., Grandfield Tax & Business Services, Inc. and The Law Office of James F. Roberts respectively.  Listed entities are not affiliated with Royal Alliance Associates, Inc.

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