February 6, 2018

Capital Advantage Market Outlook and Tax Update 2018


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


We’d love to start a conversation with you. Call or request an appointment today.

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