AAII Houston Event: 'First-Quarter 2019 Market Update'

HOUSTON, TX - The Houston Chapter of the American Association of Individual Investors invites the public to attend a lively presentation led by Jim Cahn, executive vice president and chief investment officer of Wealth Enhancement Group, on 'First-Quarter 2019 Market Update.' Participants will learn how global economic growth, interest rates, style factors, geographic diversification and inflation impact their investments; the outlook for these key investment drivers in 2019; and how tax and cost efficiency may improve investment results.

Following will be a presentation by Larry Smith, CFP, senior vice president of Wealth Enhancement Group on 'Tax Efficient Wealth Transfer (i.e., From Trusts to Taxes).' The presentation will cover why appropriate titling of your accounts is crucial to your estate plan; updates to estate taxes for both federal and state, and when they expire; and how to pass on wealth in a tax-efficient way.

Meeting Details

Date:
Saturday, April 13, 2019

Time:
8:45 a.m.

Fee:
In Advance (by 4/12)
$10/family
After 5:00 p.m. on 4/12
$20/person
No at-the-door registration

Location:
Trini Mendenhall Community Center
1414 Wirt Road
Houston, TX 77055

For More Details and Registration Form:
www.aaii.com/localchapters