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Private Educational Seminar
Date:
September 17, 2016

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Outlook 2016
Retirement Geeks - Let's Geek Out on your retirement and financial planning, investments and insurance.
Click to learn more about LPL Financial Advisors Wat Keys, Al Howell, Jon Dewar, and LPL Registered Assistant and CPA Dave Grubbs
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Retirement Geeks - Gwen says, Let's Geek Out on your retirement and financial planning, investments and insurance.
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LATEST FINANCIAL NEWS

What The Market is Telling Us About the Election

August 22 - Election years have historically been good for stocks, and this year has been no different, although with less volatility than we would expect during the summer of an election year. That relative calm may partly reflect that the market is increasingly pricing in greater certainty that would come with a Hillary Clinton victory, as her support has climbed in the polls. This week we look at what the stock market and some politically sensitive industry groups may be telling us about the potential outcome of the presidential election in November.

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WE CARE

Charitable Giving as Part of
Your Financial Planning

Jon Dewar and the RetirementGeeks are passionate about giving back and supporting the local community. When we meet with a client about their retirement planning the subject of charitable giving often comes up in conversation. Depending on a client’s situation we often recommend some form of charitable giving whether giving to a local non-profit or their place of worship.

Over the past few months RetirementGeeks have had the pleasure of donating to multiple charitable organizations including Junior Achievement, Girls on the Run, Community Music School and Community Workforce Solutions.

ABOUT LPL FINANCIAL

Our broker-dealer "LPL Financial," through which we provide comprehensive and independent investment options for clients and through which we do "Wealth Management & Planning," gives us the tools needed to geek out on your retirement planning.  Read More ...

Watch the video below to learn more about LPL Financial

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