May 13th

at 6:00 PM

49521 Van Dyke Ave.

Shelby Township, MI 48317

May 19th

at 6:00 PM

OR

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Comprehensive Financial Planning Workshop

STOCK MARKET VOLATILITY HAS RETURNED

Should you move to safety or stay invested?

Topics of Discussion:


How will the Iran conflict and Oil prices affect the Economy and Stock market moving forward?


How does the Federal Reserve decisions impact the economy and potentially your investments?


Should you invest excess cash in stock based investments, treasuries, CD’s, or other fixed options? Interest rates were higher, but have been dropping.


Are your estate planning documents and investments set up properly to minimize taxes?


Tax-Efficient Retirement Income with Annual Planning and potential Roth IRA Conversions.


Learn the difference between commission and fee-based advising.


Tips to save money on auto and homeowners insurance - without changing companies.

ACT NOW

AND GET

INFORMED

Investment advisory services are offered through Summit Financial Consulting LLC, an SEC registered investment advisory firm. Registration with theSEC does not imply a certain level of skill or training.