Financial Planning Opportunities and Market Strategies in Today's Uncertain World
Hear Dr. Robert Votruba’s thoughts on the current state of the financial markets. Dr. Votruba will also review financial planning and portfolio management opportunities that many of our clients are taking advantage of today, including:
Managing risk through diversified Mutual Funds and ETF’s
Tax loss harvesting
Roth IRA Conversions
CARES ACT provisions that can help reduce taxes and provide short term relief for cash needs.
Dr. Votruba has over 25 years of industry experience and will share how our clients used past bear markets to improve their financial plans.
Registered Principal and Financial Advisor of Park Avenue Securities LLC (PAS), 990 Stewart Avenue, Suite 200. Garden City, NY 11530. Securities products/services and advisory services are offered through PAS, a registered broker/dealer and investment advisor. Financial Representative, The Guardian Life Insurance Company of America (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. National Financial Network LLC is not an affiliate or subsidiary of PAS or Guardian.
PAS is a member FINRA, SIPC 2020-100974 Exp 05/20
Date and Time
Wed, May 27, 2020
11:00a - 11:30a EST
Virtual Zoom Meeting (Link will be emailed to you upon completing registration)