On Wednesday, January 11th from 4:00-5:30 pm ProVise will host a Zoom event for our clients and friends. Eric Ebbert, CFP®, our CEO, and Daniel Mannix, CFA®, Chair of the Investment Committee, will review 2022 (one to forget) and look ahead to what to expect in 2023 (one that will be better…we hope). Ray Ferrara, CFP®, our Founder and Executive Chair, will host the meeting and discuss the new SECURE 2.0 Act which makes 92 changes to retirement plans. Because there is limited space, you need to enroll by sending your name, email address, and mobile number to firstname.lastname@example.org. You will receive a link to join us for the webinar early next week.
If you have a question you would like to ask, you can submit it with the request, or on the day of the seminar, you can use the chat feature. Any questions we are unable to answer live will be answered later and sent by email. If you have a friend you would like to invite, please pass this announcement on to them. For those that are unable to attend, we will record the webinar and send a link to your email within a week. Should you have any questions about the webinar itself, please reach out to Ray at email@example.com.
We look forward to having you join Ray, Eric, and Daniel for this informative webinar.
Ray Ferrara, CFP®
Eric Ebbert, CFP®
Daniel Mannix, CFA®
Chair of the Investment Committee