Exclusive Tax Planning Lunch Seminar at The Capital Grille in Plano.

Topics that will be discussed:

• The Investment Tax Challenge
• Asset Allocation vs Asset Location
• Take Control of your Taxes
• The Impacts of Taxation
• Why You Need an Asset Location Plan
• Life Income Plan

^{_{GE 6495546.1 (3/24) (Exp. 3/26)}}

^{_{Finra Letter Reference: FX2024-0328-0043/B Org Id: 6627
Link Reference: FR2022-0617-006}}

^{_{Quarterly Economic and Market Review - Date of first use: January 2024 RIFIS-25859}}

^{_{The FINRA Letter - Reference: FX2024-0206-0151/B Org Id: 21771 / Link Reference: FR2023-0208-0157}}

^{_{Tax-Managed Investing without products deck - First Used: April 2022. Updated January 2024. / RIFIS-25894}}