Event Details

Brio Market Update Call with Shane Kennedy

Date: January 15, 2020

Time: 12:00pm-1:00pm

In this year-end recap: A look back at the ascent stocks made during 2019 and some of the key economic developments of the year.

Please join us this Wednesday, January 15th for Brio’s quarterly market update conference call. You’ll hear what Shane Kennedy, Regional Advisor Consultant with Columbia Threadneedle Investments, thinks of market performance for the last quarter of 2019 and what he expects ahead in 2020.

The call starts at noon so you can enjoy your lunch at the same time. And feel free to email any questions you may have in advance or during the call. We’ll do our best to get you answers from Shane or one of the Brio team.

Join the meeting from your computer, tablet or smartphone: https://global.gotomeeting.com/join/633321005

Dial into the call: (646) 749-3122

Access Code: 633-321-005

This material presented by Brio Financial Group (“Brio”) is for informational purposes only and is not intended to serve as a substitute for personalized investment advice or as a recommendation or solicitation of any particular security, strategy, or investment product. Facts presented have been obtained from sources believed to be reliable, however Brio cannot guarantee the accuracy or completeness of such information, and certain information presented here may have been condensed or summarized from its original source. Neither the information nor the opinions expressed herein should be used to make any investment decision. Consultations with CPA’s or Estate Planning Attorneys regarding taxes and issues relating to estates or beneficiaries are recommended. Past performance is no guarantee of future results. Brio does not provide legal or tax advice, and nothing contained in these materials should be taken as legal or tax advice. Advisory services are only offered to clients or prospective clients where Brio and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Brio Financial Group unless a client service agreement is in place. Any distribution or copying of this communication is strictly prohibited. For further information about this presentation, please contact us.