Event Details

Market Update Questions with Brandon Miller

Date: March 12, 2020
Time: 12:30pm-1:00pm
Location:
Conference Call

We realize that many of you have tax questions and other concerns about how your investments are faring in the wildly swinging stock market. So…Brio will be holding a conference call where Brandon will be on the call to take your questions and help allay your concerns about how the growing pandemic is impacting your money. We want you to be as comfortable as possible with Brio and how we are acting on your behalf in these uncertain times, so please join the call if you are experiencing any nervousness about your accounts.

Here’s the thing though: we can’t all talk at once. So we ask that you email your questions ahead of the call.

We know the news and market swings are scary, but your confidence in Brio is well placed. You can rest assured that we are doing everything possible to help you get through this wild ride and continue working toward your goals.

Join the call from your computer, tablet or smartphone.
https://global.gotomeeting.com/join/870338933

If you would like to dial in on your phone.
United States: +1 (872) 240-3311

Access Code: 870-338-933

 

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.