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SHEPARD WEALTH MANAGEMENT GROUP
You're Invited
Thursday, April 22, 4:00 PM - 5:00 PM
Using the most recent edition of J.P. Morgan Asset Management's Guide to the Markets, Nick Johnson, Client Advisor with J.P. Morgan, will discuss:
• The current economic landscape
• Outlook for 2021, discussing key drivers
• Trends taking place in the markets
• Thoughts on market bubbles, inflation, trade, and tax policy
We will also make time to answer your most pressing questions.
REGISTER HERE!
Thursday, May 6, 12:00 PM - 1:00 PM
Helping Families Successfully Transfer Wealth
Topics Include-
How to help your family successfully transfer wealth
Understand why transfers fail, and
How to avoid mistakes.
REGISTER HERE!
Thursday, May 20, 10:00 AM - 11:00 AM
Asset Allocation Considerations for a Changing World
REGISTER HERE!
Wednesday, June 16, 4:15 PM - 5:15 PM
Thursday, July 1, 4:00 PM - 5:00 PM