Broker Check
22 Jan
The 2026 Forecast Report

Description

We are pleased to invite you to an evening of great food and timely financial insights at our 13th Annual Forecast Report Dinner at the McInnis Park Golf Center

Join us for presentations from our team of financial professionals:
Tim Russell, ChFC, CEO and Founder / Wealth Advisor
Tom Davis, Wealth Advisor
Will Martens, CFP®, Wealth Advisor

We’re also thrilled to welcome Jim McCartin, CFA, CFP®, CAIA, Senior Portfolio Specialist at Jackson National, flying in from Denver to share his expert perspective on the markets and economy.

Jim McCartin and Jackson National are not affiliated with or endorsed by LPL Financial and Valley Oak Wealth Management.

Date and Time

Thu, Jan 22, 2026

5:30p - 7:30p PST

Location

McInnis Park Golf Center

350 Smith Ranch Road
San Rafael 94903
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PT2H

Event Registration

Will you be able to attend this event?