Description
Changing markets and life. We are offering two presentations on July 22.
One will be centered on your market involvement and the other on caring for yourself and those you
love. Sam Tully of First Trust, the firm who created and managed the buffer tool our firm has been
engaging as a defensive option for volatility, will be our first presenter. Sam will be sharing his
thoughts and insight on tariffs, inflation, and policies as they are related to investing. You have heard
buffer information from me, now we are hosting this presentation for you to get additional information
from a different angle. Also, this is an opportunity to learn more about the buffer tools.
Our second presentation will focus on the challenges and resources dealing with Aging. Laura,
founder of Eldercare Counseling& Guidance Services will share her experience and knowledge.
Specifically, she will speak on Levels of Care, Navigating Community Care, Systems and Resources.
She will also be available to address questions.
Date and Time
Tue, Jul 22, 2025
5:30p - 7:30p PST
Location
The Coach House
Note
PLEASE RSVP by 07/17/25