For our clients who have missed the LIVE broadcast of the 2020 Client Luncheon or would like to re-watch, click below to watch the program.
Rapid change is upon us. So much is happening. COVID-19, TAX LAW CHANGES, STIMULUS PACKAGE & it is an election year where laws and policies regarding your wealth are in play.
🔴 Rick Dearborn is a Former White House Deputy Chief of Staff and served two US Presidents and six US Senators. His in-depth knowledge of the workings of Washington and the White House makes him uniquely qualified to discuss what is ahead for the election season — the Presidency, the House and Senate, as well as the big policy debates that will affect our lives in the future.
🔴 Laila Pence discusses the recently enacted “SECURE Act” and how it could change your retirement plan for decades to come.
🔴 Dryden Pence reviews the effects of the coronavirus on the economy as well as provide an informative and entertaining economic and market outlook.
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Financial Planning offered through Pence Wealth Management, a Registered Investment Advisor
Pence Wealth Management, LPL Financial, and Rick Dearborn are separate and unaffiliated entities. The economic forecasts set forth in the presentation may not develop as predicted and there can be no guarantee that strategies promoted will be successful. No products will be discussed.
Laila and E. Dryden Pence III are Registered Representatives with, and Securities & Advisory Services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.
Pence Wealth Management and LPL Financial do not provide legal and/or tax advice or service. Please consult your legal and/or tax advisor regarding your specific situation.
 The Forbes rankings, developed by SHOOK Research, are based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years’ experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receives a fee in exchange for rankings.