IS YOUR PORTFOLIO READY FOR THE PREDICTED RECESSION? WHAT IF THERE ISN'T ONE?
Nine Ways To Preserve And Grow Your Wealth For The Challenges Ahead:
- Why 10 of the last 11 Fed Rate Hikes have ended in Recession.
- How will the recent U.S. Credit and Bank Downgrades Affect Your Retirement?
- How to Identify the Basic Steps to Protect Your Portfolio from a Possible Recession.
- How to Keep More of What You Earn with a Comprehensive Tax Strategy Plan.
- Strategies to Avoid Capital Gains Taxes.
- How to use the Power of Real Estate as a Hedge Investment Tool.
- How to Protect Family Wealth Regardless of Market Conditions.
- How to Avoid Three Common Mistakes in Managing Retirement Income.
- Unique Strategies to Help Generate Reliable Retirement Income.
Your Professional Panel:
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James S. Lineweaver, CFP®, AIF®
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Mark Sipos |
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Dan Baron
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Jerry Herman, CFA®
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Join us for a gourmet meal at Luca West
24600 Detroit Rd
Westlake, OH 44145
PARKING AVAILABLE
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Dinner |
Lunch |
Dinner Tuesday October 10 5:30 PM |
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Nominees in the Top 100 Magazine selections are not required to pay a fee for consideration. Individuals appearing in half and full page editorials, have paid a fee for additional exposure. Candidates for consideration are selected utilizing proprietary software. Top 100 Magazine analyzes the results before making their final selections. Financial Professionals and/or wealth managers must also met the following criteria; 1. Be registered with the SEC as a registered investment advisor or a registered investment advisor representative; 2. Have no more than 1 filed complaint with a regulatory agency; 3.Never been convicted of a felony. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the Financial Professional by any client nor are they representative of any one client's evaluation. Lineweaver Financial Group appeared in Money magazine in 2015, Fortune Magazine in 2016, WTAM 1100 in 2018, Forbes in 2020, Channel 5 in 2020, and Top 100 in Finance in 2023.
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