Midyear is an ideal time to reflect on where we’ve been—and consider what may be ahead. This presentation will review the key financial developments of the past six months, including economic trends, global events, and other factors that have influenced the markets.

We’ll also explore what investors may want to watch for during the remainder of the year and leave time to answer your questions.

Presented by Curtis Raven, J.D., CPA
As a Partner, Wealth Advisor, and Tax Consultant at Generations Tax & Wealth Management, Curtis plays an important role in helping clients navigate portfolio management, financial planning, tax strategy, and other aspects of their financial lives.