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Topic

Living With A Volatile Market – What’s Causing the Volatility, Effective Market-Oriented Estate and Financial Planning and How to Use the Market to Your Advantage

Description

You cannot control the market, but you can and should make strategic decisions that better protect your portfolio from inevitable volatility. Join us as Morris Hall attorney, Mike Halliday joins Clark Street Financial advisors Tim Kerrigan and Steve Leach as they offer estate and financial planning insight regarding the current market, including:

• Understanding what factors are driving current volatility and how those factors may change over 2022
• Strategies to increase downside protection and take advantage of current market uncertainty
• Integrated estate and financial planning strategies that reduce market risk to preserve your financial legacy

10am Arizona Time
11am New Mexico

Time

Jul 21, 2022 10:00 AM in Arizona

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Speakers

Michael Halliday

Attorney @Morris Hall, PLLC

Michael was born and raised in Mesa, AZ. He attended ASU, graduating Cum Laude with a Bachelor of Arts degree in Chinese. After graduation, he attended Willamette University, College of Law in Salem, OR. Michael maintained a successful solo practice for 10 years before moving to Oregon. He is a member of the Arizona State Bar and Oregon State Bar. He and his wife stay busy with 4 beautiful and healthy children and a rescue dachshund named Noodles.

Tim Kerrigan

Owner and Principal @Clark Street Financial

Steve Leach

Wealth Counselor @Clark Street Financial

As a lawyer, business advisor and community leader, Steven saw firsthand the many ways people and businesses inadvertently put their accumulated wealth at risk by failing to define their financial vision and developing strategies required to achieve and protect that vision. Steven works with clients to employ and preserve wealth to achieve the future they envision for themselves, their families, and their businesses. At Clark Street Financial, Steve focuses on strategies to mitigate risks, plan for tax-advantaged growth, preservation and transfer of wealth, and develop and implement strategies for executive compensation and retention, and business succession plans.

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Message preview	Hi there, You are invited to a Zoom webinar. When: Jul 21, 2022 10:00 AM Arizona Topic: Living With A Volatile Market – What’s Causing the Volatility, Effective Market-Oriented Estate and Financial Planning and How to Use the Market to Your Advantage Register in advance for this webinar: https://us06web.zoom.us/webinar/register/WN_OKrGQvMFReKTaaxJREgQ1w After registering, you will receive a confirmation email containing information about joining the webinar. ---------- Webinar Speakers Michael Halliday (Attorney @Morris Hall, PLLC) Michael was born and raised in Mesa, AZ. He attended ASU, graduating Cum Laude with a Bachelor of Arts degree in Chinese. After graduation, he attended Willamette University, College of Law in Salem, OR. Michael maintained a successful solo practice for 10 years before moving to Oregon. He is a member of the Arizona State Bar and Oregon State Bar. He and his wife stay busy with 4 beautiful and healthy children and a rescue dachshund named Noodles. Tim Kerrigan (Owner and Principal @Clark Street Financial) Steve Leach (Wealth Counselor @Clark Street Financial) As a lawyer, business advisor and community leader, Steven saw firsthand the many ways people and businesses inadvertently put their accumulated wealth at risk by failing to define their financial vision and developing strategies required to achieve and protect that vision. Steven works with clients to employ and preserve wealth to achieve the future they envision for themselves, their families, and their businesses. At Clark Street Financial, Steve focuses on strategies to mitigate risks, plan for tax-advantaged growth, preservation and transfer of wealth, and develop and implement strategies for executive compensation and retention, and business succession plans.

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