In gratitude for the trust you place in us, we invite you to join us for a private dinner and an evening of conversation.

After dinner, we'll share a few brief remarks on topics that matter to you:

• Our fiduciary duty: what it means that we are legally required to put your interests first, and how that shapes every recommendation we make.
• Continuity of service: how our team, independent custodian, and succession planning ensure your plan is cared for without interruption.
• The state of the financial markets: our perspective on the economy, interest rates, and markets, and how we're positioning portfolios for the year ahead.

There will be plenty of time for questions and conversation. This is a social evening; there will be no product presentations or sales.