Markets, Taxes & Philanthropy Summer Info Session

Thursday, July 21, 2022 | 6:30 p.m. to 9 p.m. | Royal Palace, 77 Knollwood Road,
White Plains, NY 914-439-7422 | Networking & Cocktails at 6 p.m.

Featured Speaker: Collin Martin
As seen on Bloomberg TV! Director, Fixed Income Strategist Schwab Center for Financial Research. He is responsible for providing analysis and investor education in fixed income, with a focus on the taxable credit markets. Collin is a frequent guest on Bloomberg TV and has been widely quoted in financial
including The Wall Street Journal, MarketWatch, and Reuters.

Introduced by: Matthew Tepoorten
Vice President & Financial Consultant at Charles Schwab in Denver, Matthew
partners with you to understand your goals, create a personalized plan, and
provide investing guidance so you can take ownership of your financial life.