Virtual Town Hall: Are You Prepared for What May Come Next?
We would like to invite you to a special live and interactive Virtual Town Hall we will be hosting on Tuesday, September 15, 12:30 p.m. The event will include our strategic partner, Michael McClary, Chief Investment Officer, Valmark Advisers, Inc., and an esteemed group of panelists.
We will be discussing subjects such as:
- Current Market update. Where are we at? Where might we be heading next?
- What strategic alternatives for some of my investments should I be evaluating?
- Is a blue wave coming? What could some of the related tax consequences be?
- Are there any tax strategies that I may want to test and consider in my plan?
We encourage you to join us. If you have any questions, please contact us at (781) 489-9800 or (330) 865-3545.
Topic: Wealth Impact Virtual Town Hall
Time: Sep 15, 2020 12:30 PM Eastern Time (US and Canada)
Join Zoom Meeting
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Meeting ID: 931 7222 7176
Passcode: 398286
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Meeting ID: 931 7222 7176
Passcode: 398286
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Moderator:
Ron Ware, JD, CFP®, CEO, Personal Legacy Advisor, Wealth Impact Partners — VIEW FULL BIO
Special Guest:
Michael McClary, Chief Investment Officer, Valmark Advisers, Inc.
About Michael McClary:
Michael McClary is a shareholder and Chief Investment Officer for Valmark Financial Group, a leading diversified financial services firm started in 1963. Michael has 18 years of experience with Valmark and oversees in excess of $10 Billion in invested assets. Michael’s key expertise is ETF portfolio management, serving as the lead portfolio manager for TOPS®, one of the country’s largest and longest running ETF based portfolio solutions. Michael has both a Bachelors and a Masters Degree in Finance and has been a frequent contributor in the investments discipline across many major publications and outlets for over a decade. Among other accolades, Michael was one of 3 individuals named to the ETF Advisor Hall of Fame in 2007 by the IMN and Research Magazine.
Panelists:
- Michael Kura, RFP, Wealth Impact Advisors — VIEW FULL BIO
Mike is a recognized Financial Educator, Author, Speaker, Charitable Consultant, and Fringe Benefit Planner. - Jim Redmond, CFP®, AIF®, Wealth Impact Advisors — VIEW FULL BIO
James (Jim) has been successfully providing financial advice and 401(k) consulting services since 1982. - Josh Procaccini, Wealth Impact Partners — VIEW FULL BIO
Josh is an owner, founder, and Personal Legacy Advisor at Wealth Impact Partners. - Eric Coffman, MBA, CFP®, CKA®, Wealth Impact Advisors — VIEW FULL BIO
Eric’s job as a Life-Centered Planner is to build a financial plan that will help you make your life plan a reality. - Jonathan Houk, CFP®, QPFC®, Wealth Impact Advisors — VIEW FULL BIO
For over a decade Jonathan has passionately helped individuals, families and closely held businesses make prudent and impactful financial decisions. - Paul Rokosz, MBA, CFA®, Wealth Impact Partners — VIEW FULL BIO
Paul is a Personal Legacy Advisor and leads Wealth Impact Partners’ Chicago office.
*Individual(s) and/or business(es) are a separate entity from Valmark Securities, Inc. and Valmark Advisers, Inc.
Disclosures:
The opinions expressed in this article are those of author and should not be construed as specific investment advice. All information is believed to be from reliable sources, however, no representation is made to its completeness or accuracy. All economic and performance information is historical and not indicative of future results. The S&P 500 Index is a broad based unmanaged index of 500 stocks, which is widely recognized as representative of the equity market in general. Indices are unmanaged and do not incur fees. One cannot directly invest in an index.
Neither Wealth Impact Partners, Valmark Securities nor its affiliates and/or its employees/agents/registered representatives offer legal or tax advice. Please seek independent advice, specific to your situation, from a qualified legal/tax professional.
Securities offered through Valmark Securities, Inc. Member FINRA/SIPC. Investment advisory services offered through Valmark Advisers, Inc., a SEC Registered Investment Advisor. 130 Springside Drive, Suite 300 Akron, Ohio 44333. (800) 765-5201. Wealth Impact Partners is a separate entity from Valmark Securities, Inc. and Valmark Advisers, Inc.
