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Why Add Alternative Investments?

Why Add Alternative Investments?
This workshop is specifically designed for individuals who:
During the workshop you will learn:
Seating is limited.

Register for this Seminar

Thursday
1733356800
at 12:00 - 1:00 PM EST
at Virtual Zoom Webinar
Featured Speakers:
Event Replay: 4 Buckets Retirement Income Strategy
Ethan Lohr,
Partner

Ethan joined Lohr & Company in 2015 in fulfilling a lifelong dream to work alongside his dad helping households steward their wealth. Ethan completed his Certified Financial Planner™ designation in 2019 and became partner of the firm in 2020.

Together, Greg and Ethan shifted the practice’s focus to serving the current and emergent retirement demographic through financial planning and investment management. In conjunction, they developed the Four Buckets Retirement Income Strategy® to further emphasize this focus on today’s retirees.

230 Court Square Ste. 201, Charlottesville, VA 22902 | 320 North Main Street, Madison, VA 22727 | 11 N Central Ave, Staunton, VA 24401

This communication is strictly intended for individuals residing in the states of DC, FL, GA, MD, MN, NC, OH, VA, WV. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser.

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