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Investing now for tomorrow's retirement income
North Shore Country Club 3100 W. Country Club Drive Mequon, Wisconsin , 53092
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.