Destination Wealth Strategies Group - Stifel

Before the year comes to a close, it's worth checking whether your investment plan still fits your goals. Changes in income, family needs, or market trends can all influence your strategy. Taking time now to review and adjust can help keep you on track for the year ahead.

Join the Destination Wealth Strategies Group for a webinar on Thursday December 11th at 1pm PT, where our very own Jeff Wells will update investors on bond markets, providing insights and strategies to help navigate today's volatile interest rate environment. You can register at: https://stifel.zoom.us/webinar/register/9817615793084/WN_mKlLGLDATTmtqw6UH4ezsw. If you have any questions, please reach out to Aimée Diderich at (415) 306 5644 or [email protected]. We look forward to seeing you there! https://livesocial.seismic.com/a3GDFX