Speakers:
Jeremy Olen, CFA®
Managing Partner & Chief Investment Officer
Mariner Advisor Network
Paul S. King, CFP
King Wealth Planning, Inc.
Registered Principal, LPL Financial
Finding Balance is our guide on how the readjustments in the economy and markets may impact you in the coming year.
Please join us for a comprehensive presentation on the markets and the global economy—and the opportunities and challenges that may lie ahead.
Paul King, CFP®, Registered Principal, LPL Financial, CA Insurance #0761042
Shannon Corpuz, Registered Representative, LPL Financial
In the event of a natural disaster and King Wealth Planning cannot be reached, please contact LPL’s service center directly: 800.558.7567
This communication is strictly intended for individuals residing in the states of AL, AZ, CA, CO, CT, FL, GA, ID, MA, MD, MI, MN, NM, NC, NY, NV, OK, OR, PA, RI, SC, TX, UT, VA, and WA. No offers may be made or accepted from any resident outside these states.
A IMPORTANT CONSUMER INFORMATION A broker/dealer(BD), investment adviser (IA), representative may only transact business in a state if first registered, or is excluded or exempt from state broker/dealer, investment adviser, BD agent, or IA registration requirements, as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion.
For information concerning the licensing status or disciplinary history of a BD, IA, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.
Securities offered through LPL Financial, Member FINRA/SIPC www.finra.org | www.sipc.com. Financial Planning offered through King Wealth Planning, Inc., a Registered Investment Advisor and a separate entity.