Financial Planning Lunch Seminar

Posted: December 6, 2018 | Category: Holidays Closings \Year End Recap

UPDATE ALERT!

You are invited to a Year End Financial Report complimentary lunch seminar on Thursday, December 6th from 12-1 PM at the Iron Cactus downtown. Register here.  Details below:

Please join us for our Year End Financial Report seminar presented by your hosts, Scott McKay CFP and Mike Reese of 4Points Planning.  We'll review the 2018 market and economic perfomrance, discuss what drove market performance and provide a forecast of our expectaions for year end and int 2019.  

Agenda:

  • Review: U.S Markets
  • A Closer Look:  What Drove U.S. Equity Market Performance
  • Year End Forecasts
  • In-depth discussion on interest rates and their effect on pension lump sum
  • Protected equity investment strategy for volatile market times 

Hosts:

Scott W. McKay, CFP®, ChFEBC™

Senior Financial Planner

10501 North Central Exwy, Suite 300

Dallas, TX  75231

214.390.9505

www.4pointsplanning.com

 Mike Reese, ChFEBC™

Senior Financial Planner

10501 North Central Exwy, Suite 300

Dallas, TX  75231

214.390.9505

www.4pointsplanning.com

Location:

Iron Cactus Mexican Restaurant

1520 Main Street

Dallas, TX 75201

Thursday, November 15th at 12:00 pm