Special Lunch Event – The Election and Your Money
Date/Time
Date(s) - 10/21/20241:30 pm - 3:00 pm
Location
Fleming’s Prime Steakhouse and Wine Bar455 Newport Center Drive
Newport Beach, CA 92660
Please join us for a special lunch event as we discuss the current state of the markets and address the economic and market implications of the upcoming presidential election. We will also discuss the recent Fed interest rate cut, potential tax policy changes, and explore potential opportunities as investors begin to plan for 2025.
Our keynote speaker will be Mr. Tim Holland, CFA, the Chief Investment Officer at Orion. Orion is a leading wealth management platform that oversees over $68B globally. Tim’s insights on the markets have been featured on Fox Business, CNBC, Bloomberg TV, Bloomberg Radio, The Wall Street Journal, Investor’s Business Daily, and the Financial Times.
This is a great opportunity to gain some valuable insights from one of the industry’s prominent thought leaders!
*Valet parking will be provided
RSVP REQUIRED:
Space is limited; please RSVP to: events@legacywealthic.com
Date and Time:
Monday, October 21st
1:30PM – 3PM
Location:
Fleming’s Prime Steakhouse & Wine Bar
455 Newport Center Drive
Newport Beach, CA 92660