As a valued GM executive client, we are delighted to invite you and a guest to an exclusive dinner event hosted by the HFG team. Please join us at Eddie Merlot’s on Thursday, March 13th at 6:30 pm for an evening of insightful discussions tailored to your unique financial needs.
Timothy Herbert, RICP®, MSA, Kara Case, CFA1, CFP®2, Michael Genna, CFA1, and Scott Torosian, CFP®2 will cover the following topics:
- Current Market Outlook: Understanding current trends and opportunities
- GM Stock Outlook: Comprehensive analysis of GM stock
- Taxation of Stock Compensation: Maximizing efficiency and minimizing tax impact
- Utilizing options on GM Stock: Protection and/or income generation
- Reducing Concentration Risk and Increase Diversification
This event is designed to provide actionable insights and strategies to help you make informed decisions about your financial future. Please bring along a friend or colleague who you think will benefit from these topics as well.
Please RSVP by March 3rd, 2025 by clicking here or emailing or calling Liz Kasha at liz@hfgllc.com | (248) 482-2603.
We look forward to sharing an evening of great food, meaningful conversation, and valuable guidance with you.
Warm regards,
HFG
1CFA® stands for Chartered Financial Analyst. The globally recognized credential exemplifies competence in advanced investment analysis and portfolio management. Charterholders must meet rigorous education, training, and ethical standards.
2CFP® stands for Certified Financial Planner. CFP® professionals meet rigorous education, training and ethical standards, and are committed to serving their clients' best interests today to prepare them for a more secure tomorrow.