The markets have been volatile for the last several months. There is worry and speculation of a possible recession on the horizon. But what does that mean for you and your investment portfolio?
Join us to hear a current update on market and economic conditions from two senior investment professionals with one of our investment partner companies, City National Rochdale.
Ted Cox, CFA, CFP®, CPWA®,
Eastern Divisional Managing Director, Senior Investment Consultant and
Elizabeth Dooley, CFA, CAIA, CPWA®,
Managing Director, Senior Portfolio Manager
will present a Market & Economic Update in these uncertain times.
If you have questions after the presentation specific to your investment portfolio, please reach out to your LifeTime Wealth Consultant.
Please join us for this special presentation over dinner on
Tuesday, June 21, 2022
Lunch session will be from 11:30 am - 1 pm
Dinner session will be from 6:30 - 8:00 pm (only 6 seats left)
701 Corporate Center Drive, Raleigh
(Sparks Training Room in the building across from LifeTime's office building)
If you have any questions, please contact our office.
LifeTime Asset Management
Securities and Advisory Services offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser. Fixed Insurance products and services offered through CES Insurance Agency.
Tax return preparation and bookkeeping services offered through Lifetime Tax Management are separate and unrelated to Commonwealth. Lifetime Tax Management and Commonwealth are separate and unaffiliated entities.