Brent Pine, CPA, CFP®
Integrated Wealth Management
cordially invites you and your guests to
THE ANNUAL SUMMIT – 2018
Economic Update • Investment Forecast • Tax Legislation
Tuesday, March 20, 2018
Two separate sessions are available for your convenience.
8:30 om Registration and Refreshments
9:00 om – 12:00 pm Summit
1:30 pm Registration and Refreshments
2:00 pm – 5:00 pm Summit
The Portales Corporate Center
4800 North Scottsdale Rood, Scottsdale, Arizona
Theater at G2 Level
RSVP by Morch 15th to Mory Gilpatrick, including the session you will attend.
480.663.6000 or firstname.lastname@example.org
Our Guest Speakers
David Young, CFA, /WM Chief Investment Officer
Economic Overview / 2018 Forecast
Darlene Hagan, CPA, Hunter & Hagan Company, Ltd.
New Tax Legislation
Roman Chuyan, CFA, Partner, Model Capital Management LLC
Economic and Market Outlook
Fundamentals-based approach to tactical management
Special Guest and Entertainer
Dubbed ‘The Human Calculator,” in 2001 Scott was entered into the
Guinness Book of World Records for speed of mental calculation.
We ore honored to serve many of you as port of our IWM family,
and welcome any guests you would like to hove attend.
Securities offered through Geneos Wealth Management, Inc. Member of FINRA/SIPC. Investment advisory services offered through Integrated Wealth Management, LLC, a Registered Investment Advisor.