This event has been canceled due to the increase in COVID cases. If you would like to meet in the safety of our office or via phone please contact our office at 888-333-3818.
Thank you for your interest in Davis Wealth Management
Our team of advisors will cover various topics including:
Taxes- Are there investment strategies that can reduce your tax burden?
How to protect your assets from market downturn.
Longevity Risks- Will you outlive your retirement income? Who will take care of you if your health fails?
IRA/401K management- What are your options if you have recently left your employer or experience losses? Is a rollover or conversion an appropriate option for you?
Inflation- How much purchasing power could you lose in the next 5, 10, or 15 years?
Date and Time
Tue, Nov 17, 2020
6:00p - 9:00p EST