Investment Meetings

January 19, 2023 Investment Meeting, speaker starts at 12:00 Noon
Virtual meeting with Zoom

Presentation by Suzy Myers is a certified financial planner with Edwards Jones
Suzy's biography

Suzy's presentaion is titled:
"Market Update and Outlook for 2023"
Does 4% Withdrawl Rate Still Make Sense
Edward Jones Investment Rates

Qualified Charitable Donation
Roth Conversions

March 16, 2023 Investment Meeting, speaker starts at 12:00 Noon
Virtual meeting with Zoom

May 18, 2023 Investment Meeting, speaker starts at 12:00 Noon
Virtual meeting with Zoom

July 20, 2023 Investment Meeting, speaker starts at 12:00 Noon
Virtual meeting with Zoom

September 21, 2023 Investment Meeting, speaker starts at 12:00 Noon
Virtual meeting with Zoom

November 16, 2023 Investment Meeting, speaker starts at 12:00 Noon
Virtual meeting with Zoom