Thoughts on the Market – This Year in Review/Next Year Looking Forward

This is not a library sponsored event.

Purpose of Meeting

Review investment results of the current year and implications for the year to follow.  Discuss challenges and decisions active investors need to consider to get their 401(k)s and retirement portfolios ready for 2024.

Part of Sursum Financial’s Wealth Insights Series.

Complimentary. Registration requested. Contact rkos@sursumfinancial.com