Events

Turn insight into action with our quarterly review of today's investment landscape with Emily Roland, Co-Chief Investment Strategist at John Hancock Investment Management.

Emily Roland is responsible for developing and delivering timely market and economic insights to financial advisors and institutional investors across the nation. Her expertise has garnered her appearances on CNBC and Bloomberg TV, as well as frequent citations in prestigious financial publications, including The Wall Street Journal, Barron’s, and the Associated Press.

In today’s dynamic global financial markets, characterized by a relentless news cycle, discerning the most significant trends can be challenging. To provide clarity, we invite you to attend a complimentary seminar on Market Intelligence. This session will offer a comprehensive review of the investment landscape across key markets and asset classes, leveraging insights from various asset managers and investment research firms.

The event will cover:

• The research foundational to Market Intelligence
• The outlook for stocks and bonds, both domestically and internationally
• Strategies for the upcoming 12 months and beyond

TruVista Wealth Advisors is pleased to welcome Mark Peterson for an insightful market update. As a Director on the Market & Portfolio Insights team at BlackRock, Peterson specializes in investment strategy and education. With over 25years of industry experience, he has a proven track record of educating both advisors and investors on various market and investment topics. Mark is also the author of the widely circulated "Student of the Market" monthly publication, which reaches advisors nationwide.

During this complimentary event, you will gain insights into:

• Market performance
• The influence of various factors on the market
• Levels of public satisfaction in relation to market trends
• And more!

The recent legislation, BBB is all the hype. Are you in the know? We invite you to join TruVista Wealth Advisors and Cenko, Vendittelli, Haynes & Tokarz, PLC for a comprehensive examination of the bill, the modifications to tax law, and their implications for you.

During this event, we will address the following topics:

• The impact on tax brackets, standard deductions, and the alternative minimum tax.
• Modifications related to estate taxes and charitable contributions.
• Adjustments affecting seniors and minors, including tax credits, dependent deductions, and more.
• New benefits for small business owners.
• Additional relevant topics.
• Actionable ways you can make the BBB work for you!

Panel Members:

• Andrew Tokarz, CPA, Partner at CVHT Accounting
• Marilyn Curzydlo,CPA at CVHT Accounting
• Sarah Goupil, CPA at CVHT Accounting
• Frank Albano, CEO Strategic Research Business Consulting

Moderated By:

• Meg Larson CEPA®, CMFA® Financial Advisor and Managing Partner of TruVista Wealth Advisors

Join members of TruVista Wealth Advisors and Dr. Chuck Pierce, the Dean of the School of Business Administration at Oakland University, for an informative discussion on essential steps to prepare your child for college.

This event will cover:

• Tools for academic success
• Strategies for parents to support their child's preparation
• Important life skills
• And much more!

Panel Members:

• Dr. Chuck Pierce- Dean and Professor of School of Business Administration at Oakland University.
• Ashlyn Foreman- Marketing Specialist TruVista Wealth Advisors and Recent College Graduate
• Jon Sabo- Financial Advisor at TruVista Wealth Advisors and Parent of a College Student