During this seminar, we discussed what challenges business leaders will face in 2024, and how they can prepare to meet them. Learn what lies ahead on the economic front, how to plan for more changes in your corporate and personal taxes, and why the M&A market is set to heat up again. Plus you’ll hear directly from successful business owners what strategies they are using to navigate their companies through tumultuous times.
Gray Private Wealth, LLC (“GPW”) is an SEC-registered investment adviser. This material is for informational purposes only, as of the date indicated, is not complete, and is subject to change. Additional information is available upon request. Any opinions expressed herein represent current opinions as of the date of publication only and may change based on market or other conditions.
This material may contain assumptions that are “forward-looking statements,” which are based on certain assumptions of future events. Actual events are difficult to predict and may differ from those assumed. There can be no assurance that forward-looking statements will materialize or that actual results will not be materially different from those described here. Certain information herein has been provided by and/or is based on third-party sources and, although believed to be reliable, has not been independently verified, and GPW is not responsible for third-party errors. No representation is made with respect to the accuracy, completeness or timeliness of information or opinions herein and GPW assumes no obligation to update or revise such information or opinions.
Information presented is for educational purposes only and should not be considered investment advice or an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. All investments involve risk, including risk of loss and are not guaranteed. Past performance is no guarantee of future results. There can be no guarantee that GPW will achieve any specific investment objective or level of performance. GPW does not offer legal or tax advice. Please consult your investment or tax professional for additional information concerning your specific situation. Specific companies, industries or securities described are meant to be illustrative of investment style only. Additional information regarding GPW including fees, expenses, and risks of investment, is contained in GPW’s investment advisory agreement, its Form ADV, Form CRS and related disclosure documents and should be reviewed carefully. GPW’s ADV 2A and Form CRS can be accessed via https://adviserinfo.sec.gov/.
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