Broker Check
27 Feb
Managing Your Wealth in 2024 -Including Proactive Tax Planning Strategies

Description

We believe an educated client is our best client!  This event is for our clients and their guests.   

Please join us for this informative event as we discuss timely and practical wealth management strategies for 2024, including proactive tax planning strategies.

Seating is limited and dinner is included.  

Event Details:

  • Tuesday, February 27th
  • 6:30pm PT
  • Presented By: Craig Lewelling, CEO - U.S. Investors International and Miran Milovanovic, Regional VP - Allianz Life
  • Location: The Aerie at Eagle Landing
    10220 SE Causey Ave.
    Happy Valley, OR 97086
  • RSVP by February 20th and with your dinner option from the menu below:


Important Disclosures:

This workshop is for informational purposes only. No investment strategy or risk management technique can guarantee return or eliminate risk in all market environments.

Miran Milovanovic, Alllianz Life and US Investors International are unaffiliated parties and separate entities from LPL Financial.

Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC

Date and Time

Tue, Feb 27, 2024

6:30p - 7:30p PST

Location

The Aerie at Eagle Landing

10220 SE Causey Ave
Happy Valley, OR 97086
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PT1H

Event Registration


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