Join us for a conversation about how the markets ended in 2024 and where we are headed in 2025. Kevin Roskam, USA Advisory Business Consultant for the Everest Matthews team will co-lead the discussion with Bill Romeo. They will share their thoughts and ideas about how to remain allocated for the long haul while maintaining an adequete risk-adjusted portfolio. Kevin will also discuss a few other strategies offered on the Axos/USA Exchange platform.  

Please click this link to register for the webinar:  https://us02web.zoom.us/meeting/register/4BRHZgy8RDmFWkZ8Hetr1g

Questions?  Call/Text Bill Romeo at 704.708.5001 or email at billromeo@retirewitheverest.com