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X-ORIGINAL-URL:https://www.thrivewealthstrategies.com
X-WR-CALDESC:Events for Thrive Wealth Strategies
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DTSTART;TZID=UTC:20210511T161500
DTEND;TZID=UTC:20210511T170000
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CREATED:20210406T152513Z
LAST-MODIFIED:20210406T154613Z
UID:1276-1620749700-1620752400@www.thrivewealthstrategies.com
SUMMARY:Key Market Strategies for 2021
DESCRIPTION:Spring this year seems different\, and more exciting.  As more people are getting vaccinated and things are opening up it just feels better.  Optimism combined with the good weather has me smiling more now than usual. \nOne of my key strategic partners\, First Trust\, has been extremely helpful providing guidance to my practice and my clients.  They have been a true leader in research.  The past year they held weekly conference calls with their top experts. \nTheir insights helped me have the confidence to not hit the panic button.  They helped me identify opportunities to \nI feel lucky that they offered to have Robert Carey\, CFA share his thoughts with my clients on May 11th. \nBob has over three decades of experience as an Equity and Fixed-Income Analyst and is Chief Market Strategist. \nBob travels throughout the United States giving brokers and investors clear and concise analysis in understanding the markets\, current trends and what he believes are opportunities today and beyond. \nAs a guest on television and radio programs including Fox Business\, Bloomberg TV\, CNBC and Chicago’s WBBM Newsradio 780’s Noon Business Hour\, Bob imparts his views to a large audience. He has also been quoted by several publications\, including The Wall Street Journal\, The Wall Street Reporter\, Bloomberg News Service and Registered Rep \nPlease see flyer. \nThere will be a Q&A section at the end of the meeting\, but if you want to send me your questions ahead of time I will be sure Bob addresses them during the session \nWEBEX DETAILS \nTuesday\, May 11 \n4:15 pm – 5:00 pm ET \nWebEx Link \nPassword: FirstTrust \nDial In: 312-535-8110 \nAccess Code: 133 901 2949 \nPlease use the WebEx link and utilize your computer’s audio. \nUse Dial-In Number if computer access is not available. \nLines are open 5 minutes prior to the WebEx. \nThis WebEx is for educational purposes only. No investment products will be discussed.
URL:https://www.thrivewealthstrategies.com/event/key-market-strategies-for-2021/
ORGANIZER;CN="Scott Nelson":MAILTO:scott.nelson@lpl.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=UTC:20210416T080000
DTEND;TZID=UTC:20210416T170000
DTSTAMP:20260412T132043
CREATED:20210203T133949Z
LAST-MODIFIED:20210203T133949Z
UID:1186-1618560000-1618592400@www.thrivewealthstrategies.com
SUMMARY:Retirement Income Planning
DESCRIPTION:
URL:https://www.thrivewealthstrategies.com/event/retirement-income-planning/
LOCATION:Webcast
ATTACH;FMTTYPE=image/jpeg:https://www.thrivewealthstrategies.com/wp-content/uploads/2020/09/christian-bowen-Cc10IJDoj78-unsplash-scaled.jpg
ORGANIZER;CN="Scott Nelson":MAILTO:scott.nelson@lpl.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=UTC:20210317T183000
DTEND;TZID=UTC:20210317T193000
DTSTAMP:20260412T132043
CREATED:20210203T133812Z
LAST-MODIFIED:20210203T133841Z
UID:1184-1616005800-1616009400@www.thrivewealthstrategies.com
SUMMARY:Roth IRA
DESCRIPTION:
URL:https://www.thrivewealthstrategies.com/event/roth-ira/
LOCATION:Webcast
ATTACH;FMTTYPE=image/jpeg:https://www.thrivewealthstrategies.com/wp-content/uploads/2020/09/pexels-linkedin-sales-navigator-2182969-1.jpg
ORGANIZER;CN="Scott Nelson":MAILTO:scott.nelson@lpl.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210216T183000
DTEND;TZID=America/New_York:20210216T193000
DTSTAMP:20260412T132043
CREATED:20201007T134727Z
LAST-MODIFIED:20210203T160752Z
UID:692-1613500200-1613503800@www.thrivewealthstrategies.com
SUMMARY:Get Started Investing with Guided Wealth Portfolios
DESCRIPTION:Did you know delaying investing for retirement can mean leaving hundreds of thousands of dollars behind? \nThose who start investing earlier in life—even in their early 20s—have a better chance of pursuing a comfortable retirement. \nTo learn more about how to invest earlier and prepare for your future\, attend an upcoming webinar/seminar:\nInvesting for Your Future Today with Guided Wealth Portfolios\nFebruary 16\n10:30am and 6:30pm \nRegister Now! \nIn this webinar/seminar\, Scott Nelson\, an experienced financial advisor will discuss:\n• The difference just a few years investing for retirement can make on your future lifestyle\n• The history of the stock market and handling market volatility\n• How you can start investing for your future today with our online investment tool\, Guided Wealth Portfolios \nOur mission is to help prepare our clients so they can have the future they envision. We invite you to attend this webinar to learn more about how we can help you attain your future. \nDuring this presentation\, investment products like stocks\, bonds\, mutual funds and Exchange Traded Funds will be discussed\, which have various risks including loss of principal and may not be suitable for every investor\nThere is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes. The purchase of certain securities may be required to effect some of the strategies. \n
URL:https://www.thrivewealthstrategies.com/event/get-started-investing-with-gwp/
ATTACH;FMTTYPE=image/jpeg:https://www.thrivewealthstrategies.com/wp-content/uploads/2020/06/descbg.jpg
ORGANIZER;CN="Scott Nelson":MAILTO:scott.nelson@lpl.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=UTC:20210119T103000
DTEND;TZID=UTC:20210119T113000
DTSTAMP:20260412T132043
CREATED:20210113T024025Z
LAST-MODIFIED:20210203T122429Z
UID:1122-1611052200-1611055800@www.thrivewealthstrategies.com
SUMMARY:Be a "Thrivalist"!
DESCRIPTION:I like to call those who see opportunity in challenging times “thrivalists”—because they don’t just survive\, they thrive. \nTo thrive in this time\, it’s important to have a strategy for responding to extreme market volatility— something we’ve seen a lot in the past year. \nWebinar: Thriving in Volatile Markets \nTo help investors understand what’s happening and what the future could hold\, I’m presenting a webinar on\nJanuary 19th at 10:30am and 6:30pm \nI’ll discuss:\n– Why volatility happens and what history has shown us about volatile markets\n– How most of us tend to respond to market volatility\, and how we can train ourselves to respond\n– How to build a strategy designed to take into account all market environments \nRegister Now! \nDuring this presentation\, investment products and fee-based advisory business will be discussed\, which have various risks\, including loss of principal\, and may not be suitable for every investor.
URL:https://www.thrivewealthstrategies.com/event/be-a-thrivalist/
ORGANIZER;CN="Scott Nelson":MAILTO:scott.nelson@lpl.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=UTC:20201208T183000
DTEND;TZID=UTC:20201208T193000
DTSTAMP:20260412T132043
CREATED:20201008T124322Z
LAST-MODIFIED:20201008T124322Z
UID:713-1607452200-1607455800@www.thrivewealthstrategies.com
SUMMARY:2021 Outlook
DESCRIPTION:
URL:https://www.thrivewealthstrategies.com/event/2021-outlook/
ATTACH;FMTTYPE=image/jpeg:https://www.thrivewealthstrategies.com/wp-content/uploads/2020/10/pexels-cottonbro-3943716-2-1.jpg
ORGANIZER;CN="Scott Nelson":MAILTO:scott.nelson@lpl.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=UTC:20200617T040000
DTEND;TZID=UTC:20200617T180000
DTSTAMP:20260412T132043
CREATED:20201002T130133Z
LAST-MODIFIED:20201008T124032Z
UID:571-1592366400-1592416800@www.thrivewealthstrategies.com
SUMMARY:Do You Need An Advanced Estate Plan?
DESCRIPTION:An advanced estate plan can help ensure not only that your family’s future financial needs will be taken care of\, but also that your wealth will be passed on in the most tax-efficient manner possible. It’s also an opportunity to create a legacy for grandchildren and to make charitable gifts in a way that best suits your financial situation. \nIn this seminar on Advanced Estate Planning\, you’ll learn: \n\nWho can benefit from advanced estate planning strategies\nThe changing landscape of the federal estate tax system\, including information on exclusions and the marital and charitable deductions\nTechniques to minimize estate taxes\, including different trust arrangements\nCommon estate freeze strategies such as family limited partnerships and private annuities\n\nYou’ll also receive a free workbook created just for this presentation. The workbook contains key information\, worksheets\, and questions to help you remember important points from the seminar. \nR.S.V.P.  \nTo reserve your spot\, please contact me at:  \n860-680-1708  \nscott.nelson@lpl.com  \n346 Commercial Street Boston\, MA 02109  \nWhen & Where  \nWednesday\, June 17\, 2020 3:58 PM to 5:58 PM  \nWebcast  \nContent in this material is for general information only and not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.  \nThe information provided is not intended to be a substitute for specific individualized tax planning or legal advice. We suggest that you consult with a qualified tax or legal professional. \nLPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A.\, an affiliate of LPL Financial.
URL:https://www.thrivewealthstrategies.com/event/do-you-need-an-advanced-estate-plan/
LOCATION:Webcast
ORGANIZER;CN="Scott Nelson":MAILTO:scott.nelson@lpl.com
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