Coffee House | Lunch Session

Seeking objective, unbiased thoughts on what could drive the markets in 2027? Then please join us for our annual Market & Economic Outlook event. Our guest speaker will be Matthew Ko. Matthew is an Investment Specialist at T. Rowe Price Group, Inc.

Presentation Overview

Join us for an informative session covering timely financial topics, including:

• Current market trends and outlook

• Strategic tax planning insights

• Updates to retirement accounts (401(k) and IRA)

• Impacts of government spending

• Changes to tax rates and brackets

• Wealth and income planning considerations for the year ahead