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