After an interesting start to 2025, many of us are wondering what the investment markets have in store for the remainder of the year. To help you formulate your strategies, please join us for an informative Q & A session with Adam Bertapelle, Executive Director at JPMorgan Asset Management and Geoff Webb, Regional Vice President at Symetra.

In this focused and engaging call, we will examine the important financial factors at play, including ever-changing economic developments, interest rates, recession possibilities, world events and how all of these things not only affect your investments, but also can create unique opportunities for your retirement plan. You will come away with insights and ideas to take into your planning for this year.

I look forward to having you join us on July 15th at 5:30pm. Please feel free to forward this email to anyone you feel would benefit from this information or would like an introduction to Cetera!

Adam Bertapelle is not affiliated with or registered with Cetera Investment Services LLC. Any information provided by Adam is no way related to Cetera Investment Services LLC or its registered representatives.