Leverage the power of your GM stock with expert-driven strategies. Join HFG for a distinguished dinner event where our panel will share insights on GM stock performance, tax-efficient strategies, & portfolio diversification.

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, CFA, CFP®, Michael Genna, CFA, and Scott Torosian, CFP® 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.

We look forward to sharing an evening of great food, meaningful conversation, and valuable guidance with you.

Warm regards,
HFG