Join us for an afternoon of market insights and Q&A as part of our ongoing commitment to serving you with expert guidance.
Ivan Gruhl, CFA® and Co-Chief Investment Officer at Avantax, will be the featured speaker. With more than 25 years of experience in financial services, Ivan is responsible for leading investment management, research, and portfolio construction efforts at Avantax.
This event is designed to provide helpful context on current market trends and what they could mean for your financial strategy.
Please RSVP by Friday, June 20th.
We look forward to seeing you there!
Investment advisory services are offered through Avantax Planning Partners℠, a registered investment adviser. Securities offered through Avantax Investment Services℠, Member FINRA, SIPC. Insurance services offered through licensed agents of Avantax Planning Partners. 3200 Olympus Blvd., Suite 100, Dallas, TX 75019, 972-870-6000.
The Avantax entities are independent of and unrelated to Casey Peterson, LTD. Although Avantax does not provide or supervise tax or accounting services, our Financial Professionals may offer these services through their independent outside business. Not all Financial Professionals are licensed to offer all products or services. Financial planning and investment advisory services require separate licenses.