2024 State of the Economy

Join us for breakfast and to learn whether the election year will offer new challenges, new opportunities or a mixture of both.

Event Details

The Nature & Retreat Center | 5901 Los Rios Blvd. | Plano, TX 75074
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Saturday, August 17, 2024

REGISTRATION: 8:45AM – 9AM
BREAKFAST: 9AM – 10 AM
PRESENTATION: 10AM – 12PM

WHAT YOU CAN EXPECT

Join us for breakfast and insight as Pathways Retirement Advisors welcomes, Tim Daniel, Marcus Kennedy and Lee Calfo for an important discussion about what's on the economic horizon in 2024. Among the topics we'll consider:

  • How will the election affect markets in 2024?

  • What it means to work with a Fiduciary

  • Active Money Management vs retail money mangers

  • Meet Key Members from North American and Allianz

  • How 7702 Planning can be a hidden benefit

marques

Marques Miles RFC®, NSSA®

Pathways Retirement Advisors & Executive Director, Investment Advisor Representative, National Social Security Advisor Certificate Holder

lee1

Lee Calfo

Alden Investment Group | CEO

tim1

Tim Daniel

First Trust | Vice President

marcus1

Marcus Kennedy

Allianz | Regional Life Manager

Elect to Be Informed About the 2024 Economy!

Sign up today to secure your spot at our State of the Economy!

2024 State of the Economy

Saturday, August 17, 2024 | 9AM- Noon
The Nature & Retreat Center
5901 Los Rios Blvd.
Plano, TX 75074