Register Today! - Limited Seating Available
Please Join Us For A Private Client Dinner Event
Q1 2024 Market Update
10 ways to mitigate collateral damage from rising taxes
and a looming bear market recession in 2024
Located At
Hosted by Musgrave Financial Solutions
Limited Seating
Available
Limited Seating
Available
Jim Musgrave, CRPC
Chartered Retirement Planning Counselor
NORTH BETHESDA, MD
Tuesday, January 13, 2026
6:30 p.m.
What We Will Cover
Please join us for our annual private client dinner presentation at Seasons 52 in North Bethesda, MD.
We look forward to connecting with you in person and sharing updates on Musgrave Financial Solutions, the markets and 10 ways to mitigate collateral damage from rising taxes and a looming bear market recession in 2024.
We have two primary areas of concern:
1. A likely bear market recession in 2024.
2. Taxes going up as a result of the expiration at the end of 2025 of the Tax Cuts & Jobs Act.
We are experiencing the calm before the storm. We all know the key to preparing for a hurricane is to prepare before it hits.
We are going to share 10 ways to mitigate collateral damage from rising taxes and looming a bear market recession in 2024.
AGENDA:
6 – 6:15 p.m. Arrive and order dinner.
6:30 – 8:00 p.m. Dinner, presentation and Q&A.
Please RSVP by Friday, January 19, 2024. If you cannot attend, please RSVP No, and we’ll remove you from the reminder emails.
We also will give the same presentation in a live webcast on Wednesday, January 24, 2024, at 6:30 p.m. If you would rather attend the webinar, please click here to register for the webcast.
We are grateful for your business and hope you enjoy a wonderful evening with us.
P.S. We’ll be serving some of Jim’s favorite wines that will pair well with your delicious meal.
Limited Seating Available
You're Invited!
Please join us for our annual private client dinner presentation at Seasons 52 in North Bethesda, MD or Tysons Corners, VA.
We look forward to connecting with you in person and sharing updates on Musgrave Financial Solutions, the markets and 10 ways to mitigate collateral damage from rising taxes and a looming bear market recession in 2024.
There are two primary areas of concern:
1. A likely bear market recession in 2024
2. Taxes going up as a result of the expiration at the end of 2025 of the Tax Cuts & Jobs Act
We are experiencing the calm before the storm. The key to preparing for a hurricane is to prepare before it hits.
We are experiencing the calm before the storm. We all know
the key to preparing for a hurricane is to prepare before it hits. We are going to share 10 ways to mitigate collateral damage from rising taxes and looming a bear market recession in 2024.
Agenda:
6 – 6:15 p.m. Arrive and order dinner.
6:30 – 8:00 p.m. Dinner, presentation and Q&A.
Please RSVP by Friday, January 19, 2024. If you cannot attend, please RSVP No, and we’ll remove you from the reminder emails.
We also will give the same presentation in a live webcast on Wednesday, January 24, 2024, at 6:30 p.m. If you would rather attend the webinar, please click here to register.
We are grateful for your business and hope you enjoy a wonderful evening with us.
P.S. We’ll be serving some of Jim’s favorite wines that will pair well with your delicious meal.
Limited Seating Available
Register Today!
Seating is limited to 38 in Rockville and 28 in Tysons, so please RSVP as soon as possible.
Once the room is full, we will notify our guest list that registration has been closed and you can register for our webcast on Wednesday January 24, 2024.
Register Today!
Seating is limited, so please RSVP soon. Once the class is full, wait listing will be done on a first-come, first-serve basis.
EVENT DATES - Please select one of the dates listed below.
Two dates and locations
to choose from
January 13
Seasons 52 in North Bethesda
Tuesday, January 13, 2026
6:30 PM
Seating is limited to 38 in Rockville, so please RSVP as soon as possible.
Once the room is full, we will notify our guest list that registration has been closed and you can register for our webcast on Wednesday January 24, 2024.
EVENT DATES - Please select one of the dates listed below.
Event Options
to Choose From
January 13
DATE/TIME
Tuesday, January 13, 2026
6:30 PM
Seasons 52 in North Bethesda
11414 Rockville Pike,
North Bethesda, MD 20852
Seating is limited, so please RSVP soon. Once the class is full, wait listing will be done on first come, first serve basis. You can also register by calling 800-361-8169 - RSVP Code 272418.
Dinner will be hosted at Seasons 52 in North Bethesda, MD
Securities offered through Regulus Financial Group, LLC (Regulus). Member FINRA/SIPC. Investment advisory services offered through Regal Investment Advisors, LLC (Regal), an SEC Registered Investment Advisor. Registration with the SEC does not imply any level of skill or training. Insurance products are offered through Musgrave Financial Solutions. Regulus and Regal are affiliated entities. Musgrave Financial Solutions is independent of Regulus and Regal.