Matt Glova, CFP® and John Puckett, CFP®, MBA will host this dinner event for our Suwanee, GA office clients and guests. Special guest speaker David Coe, Regional Director with Fidelity, will present on current market condition and how the remainder of 2023 looks.
Thursday, November 9, 2023
6:00 – 8:00 pm
The 1818 Club, Duluth, GA
Please Note: If you have questions specific to your investment portfolio, please reach out to your LifeTime Wealth Consultant.