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