Q1 2019 Market Update
by Jim Cahn, Wealth Enhancement Group
Market and tax volatility are still circling in the headlines and you may be wondering how all of this uncertainty could be affecting your portfolio. Join Wealth Enhancement Group’s Chief Investment Officer Jim Cahn as he helps clarify the factors that impact the market and where the economy is headed, along with tips on how to make the most of our current conditions. During the presentation we’ll discuss how the following impact your investments:
- Global Economic Growth
- Interest Rates
- Style/ Factor Performance
- Geographic Performance
- Inflation
- Alternatives
- Tax & Cost Efficiency
Jim Cahn brings significant financial services experience along with the investment management industry’s best thinking and best practices to his role as Chief Investment Officer of Wealth Enhancement Group. Prior to joining Wealth Enhancement Group, Jim served as chief investment officer and portfolio manager for a Chicago firm, where he oversaw investment programs, launched a hedge fund-of-funds and consulted with clients. A frequent contributor to financial media, he has appeared on CNBC, Fox Business and BloombergTV, and has been quoted in The Wall Street Journal and The New York Times. He has also written a monthly column for Forbes.com since 2013.
Jim has a B.S. from Northwestern University and an MBA from the University of Chicago Booth School of Business.
Tax Efficient Wealth Transfer
(i.e. From Trusts to Taxes)
by Larry Smith, Wealth Enhancement Advisory Services
You know you need an estate plan, and perhaps you already have one in place. But with new and comprehensive tax legislation that took effect last year, the rules have changed. Join us for a timely and informative presentation from Senior Vice President – Financial Advisor Larry Smith, CFP®, ChFC®, CLU®, AEP®, MSFS of Wealth Enhancement Group. You’ll walk away with a better understanding of:
- The components of an effective estate plan
- Why appropriate titling of your accounts is crucial to this plan
- Updates to estate taxes for both federal and state, and when they expire
- How to pass on wealth to your loved ones in a tax-efficient way
Larry Smith, CFP®, ChFC®, CLU®, AEP®, MSFS has been providing financial planning and investment guidance to families for more than four decades. He joined Wealth Enhancement Group through the 2016 merger with Sound Financial Solutions. Larry has authored numerous articles and was a contributing author of the book, Managing Sales Professionals. Larry’s certifications and awards include:
- MS, The American College of Financial Services
- CERTIFIED FINANCIAL PLANNER (TM) Professional, Chartered Financial Consultant®, Chartered Life Underwriter and Accredited Estate Planner®
- Five Star Wealth Manager (2017)
Meeting Detail
Date and Time:
Saturday, April 13, 2019
8:30 am Registration/Social
8:45 am Q1 2019 Market Update
10:00 am Break
10:15 am Tax Efficient Wealth Transfer
Location:
Trini Mendenhall Community Center
1414 Wirt Road
Houston, TX 77055
AAII Houston Chapter 