Click here for the presentation slide deck.
We were thrilled to have over 125 people in attendance at our client education event on Tuesday, February 6th at the Lafayette Library & Learning Center!
We enjoyed amazing food prepared by Chef Lyell Cash, as well as fine wine, craft beer and great company.
Executive Vice President Donna Zinman, CPRC®, MBA and Senior Financial Advisor Ian Castille, CFP® discussed:
- Current Economic Opportunities
- Current Economic Risks
- The 2018 Capital Advantage Investment Strategy
Founder and Co-Owner of local accounting firm Bennett & Rhodes, Nikki Bennett, also joined us. Nikki spoke about:
- Recent Amendments to the Tax Code
- What These Changes May Mean for You
