Event Details

Quarterly Conference Call - Year End Wrap-Up

Date: December 7, 2022
Time: 12:00pm-1:00pm

Cheers to the end of the year! What better way to celebrate than with a quarterly conference call with Brio! We will be reviewing the market’s behavior this quarter along with some points of interest that we are closely watching going into 2023.   

 

Join us for our Quarterly Conference Call – Year End Wrap-Up on December 7th, at 12 – 1 PM.   This year has been tumultuous and we’re here to discuss its ups and down and how the table is set for 2023.    

 

Our co-founder, Brandon Miller and portfolio manager Jon Clements will be hosting and answering your questions.  

 

Speaking of, if you have any questions, please feel free to send them to us before the call and more importantly, please share this link with anyone you think would benefit from listening to our year-end recap. 

 

To join the video conference please use the following link: https://us02web.zoom.us/j/415 2153282 or you can call at (669) 900-9128 with Meeting ID: 415 215 3282 

 
Let’s wrap up 2022 so we can toast to new beginnings! 

 

Stay well, 

The Brio Team 

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. 

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