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Investing now for tomorrow's retirement income
North Shore Country Club 3100 W. Country Club Drive Mequon, Wisconsin
John Larsen and Rachel Panasuk of the Larsen Group cordially invites you to join us for an educational presentation
An essential part of planning a healthy financial future includes both a dividend growth approach to investing and addressing economic downturns. Rick Novak, a veteran portfolio analyst on the Portfolio Advisory Group team at RBC Wealth Management will discuss the important benefits of a dividend growth and capital appreciation investment strategy.
In addition, The Larsen Group has incorporated Clearbridge’s unique and innovative U.S. Recession Risk Indicators into their daily practice. Bayley Davis, Managing Director – Client Portfolio Manager at Clearbridge Investments will discuss the importance of using the indicators as a means to determine current market conditions as expansionary, cautionary or possible risk of the next recession.
RSVP by May 10 to Dana Larsen at (262) 241-2323. Heavy appetizers and beverages will be served. Please feel free to bring a friend.