Events
2025 Outlook Workshop
RSVP and Mark Your Calendar!
Hosted at The Grove Restaurant By:
Lea Smith Johnson, CFP®, RFC, FIC
Cheryl Fainelli, RFC®
This workshop will review valuable information including:
- Practical planning strategies for 2025 and review of QTR 4 2024 Market Performance
- How changes in the interest rate environment and expected changes can affect investors
- The overall health of the global economy and its affect on your finances
- Proactive tax planning tips for 2025
This Gold Medal Service event is for our clients and their guests
Date & Time
Wednesday, February 19th, 2025
5:30 pm - 8:30 pm
Dinner will be served. Seating is Limited.
Location
The Grove Restaurant
10670 Boardwalk Loop
Lakewood Ranch, FL 34202
RSVP to (941) 462-2731
or
tciceron@osaicwealth.com
