
31
July
Estate Planning and Market Outlook
Presenter
Kelli Stiles and Chris DillonDescription
Join us for happy hour, hors d'oeuvres, and discussions on:
High Level Estate Planning Strategies
Guest Speaker: Kelli Stiles, JD, CPA, Vice President Advanced Planning LPL Financial
- Build your foundation
- How Wills, Trusts, and Powers of Attorney work together
- The role of life insurance in estate and retirement strategies
Midyear Market Outlook: What’s Ahead in 2019? Opportunities Amid Global Disruption
Guest Speaker: Chris Dillon, Investment Specialist Multi-Asset Division, T. Rowe Price Investment Services, Inc.*
- Current views on economic conditions and impact on global equities
- A global view of fixed income opportunities
- Security selection is paramount for navigating today’s uncertain markets
RSVP: Register here or call Valerie Alanis at 858-251-4545. Space is limited.
Note: Minimum investment to open an account is $250k
Date and Time
Wed, Jul 31, 2019
5:30p - 7:30p PST
Location
La Valencia Hotel (Galeria Salon)
1132 Prospect Street
La Jolla,
CA
92037