2015 State of the Markets & Your Planning
Seminar: 2015 State of the Markets & Your Planning
Date: Thursday, February 12, 2015
Time: 2:00 - 4:00 PM
Location: Aloft Mount Laurel (558 Fellowship Road, Mount Laurel, NJ)
Slowing global growth, the end of quantitative easing, geopolitical security risks and a new Congress. Can the market rally continue? Since the market bottom in March 2009, the S&P 500 has returned over 200%. With markets reaching new highs and fresh threats on the horizon, it's natural to worry about what might happen next.
Join members of Reger Rizzo & Darnall's Estates & Trusts Group Joel Luber and Rick Marmon for a complimentary seminar as they analyze economic trends and discuss taxes, your planning and potential opportunities for 2015. The seminar will also feature presentations from Gary DeVicci, MSFS, CFP® President of Advisory Services for CPI Companies and David J. Gill, Jr., MST, CPA/PFS, CFP® Taxation Manager at Haefele, Flanagan & Co., P.C.