Broker Check

The 2024 Year-End Economic Review & Tax Planning Workshop

Please join us for this informative event as we discuss a year-end economic and market outlook for the 2025 year.


Dress Code:  All guests must adhere to the Country Club’s dress code.  No flip flops or torn clothing please.  Nice denim is allowed and men are required to wear tucked-in collared shirts.


Please consider inviting friends, colleagues, or family members who could benefit from our services. Your referral is the highest compliment we can receive, and we look forward to meeting those you think could benefit from our offerings.


Date: Wednesday, November 6, 2024


Timeline:

10:15 a.m. - Check-in

11:00 a.m. sharp – Presentation Begins
12:30 p.m. – Lunch Served
2:00 p.m. – Event Concludes


Location:

The Lake Room of The Country Club of Rancho Bernardo

12280 Greens East Road

San Diego, CA 92128


RSVP BY FILLING OUT THE FORM TO THE RIGHT >>>


This workshop is for informational purposes only!


Please be advised that photographs will be taken at this event for use on the DB Wealth Management Group company website. By attending this event, you consent to DB Wealth Management Group photographing and using your image.


If you have more than three guests in your party, we will reach out to you for additional meal selections.