Investors' Outlook 2025: Trends, Opportunities & the New Tax Landscape:

Join us for a timely financial update featuring insights from Gretchen Laundon, Regional Director, Fidelity Investments; and Josh Fricks, CPA of Rhoades, Young, Black & Duncan.

Learn what’s ahead for the markets in 2025, explore key investment opportunities, and understand how recent tax law changes may impact your financial strategy.

Topics include:

• 2025 market and economic outlook
• Emerging investment trends
• New tax laws and their impact on investors
• Tax-efficient strategies for portfolios and retirement planning

We look forward to having you as our guest and feel free to bring a friend!