2016 Online Town Hall Meeting
Date and time
Location
Online
Description
Do you have questions, concerns or comments about your portfolio? We are giving you the reins to lead the conversation with our co-owners, Dave Richmond and Matt Curfman, through our upcoming Online Town Hall Meeting! Let us know what you want to talk about, whether it's:
-Holdings in your portfolio
-How allocations are determined
-Ways to decrease your taxable income
-Market/economy based questions
-What Dave or Matt plan on doing this summer
This is an open forum event for you to talk directly with two of our experts, Dave and Matt, about what's important to you right now. Space is limited and for clients only.
Organized by
Richmond Brothers, Inc. provides a refreshingly personal approach to wealth and retirement planning. Founded in 1994, the firm features world-class services and customized strategies to its clients of investors and accredited investors. Richmond Brothers advisors have been featured in national publications including USA Today, Fox News, MarketWatch and more. Visit www.richmondbrothers.com for more information. Richmond Brothers, Inc. is an SEC-Registered Investment Adviser.