IS YOUR PORTFOLIO PREPARED FOR THE FINANCIAL UNCERTAINTY OF TRUMP’S DIVIDED CONGRESS?

THE 7 MISTAKES SAVVY INVESTORS AVOID

LINEWEAVER FINANCIAL GROUP HAS ALSO APPEARED ON:

YOUR PROFESSIONAL PANEL:

Event Host

Jim Lineweaver, CFP®, AIF®Founder & President

Lineweaver Financial Group, Inc.

Mark SiposAccounting & Tax SpecialistLFG Tax Services, Ltd.

Michael L. Solomon, ESQ.Partner

Solomon, Steiner & Peck, Ltd.

Jerry Herman, CFA®President

Wisdom Capital, LLC

Wednesday, October 30 | 5:30 P.M.

Join us for a complimentary reception and private tour at

Rock and Roll Hall of Fame

1100 E 9TH ST. • CLEVELAND, OH 44114 Complimentary Valet Parking Provided

MISTAKE #1: NEGLECTING TO HELP SAFEGUARD YOUR PORTFOLIO FROM A POSSIBLE RECESSION: Slowing corporate earnings and Fed Policy effects on the financial markets

MISTAKE #2: NOT TAKING ADVANTAGE OF COMPREHENSIVE TAX STRATEGIES: Including strategies like tax loss harvesting, new tax bracket strategies, and allowances for lost deductions

MISTAKE #3: OVERPAYING CAPITAL, STATE, OR BUSINESS TAXES: Including the new 20% pass-through deduction and how you may be able to avoid capital gains taxes

MISTAKE #4: UNDERESTIMATING THE IMPACT OF TRUMP POLICIES ON YOUR PORTFOLIO: Understanding challenges and opportunities for certain market sectors

MISTAKE #5: MISSING OUT ON THE POWER OF REAL ESTATE AS AN INVESTMENT TOOL: Strategies to avoid capital gains when selling commercial or residential real estate

MISTAKE #6: ALLOWING THE DESTRUCTION OF WEALTH: Family planning strategies like trusts and family LLCs can help protect your family and legacy

MISTAKE #7: MISMANAGING RETIREMENT INCOME: Using the wrong tools to fund your retirement

SEATING IS STRICTLY LIMITED. CALL OR GO ONLINE TODAY TO RESERVE YOUR SEAT.

216.520.1711 OR LINEWEAVER.NET

COMPLIMENTARY PRIVATE RECEPTION AND VIP TOUR OF THE ROCK & ROLL HALL OF FAME

ONE NIGHT ONLY!

ONE NIGHT ONLY!

LFG Tax Services and Lineweaver Financial Group are affiliated under common control ownership. Securities offered through Triad Advisors, LLC, member FINRA/SIPC. Advisory services offered through Lineweaver Wealth Advisors, LLC. Lineweaver Wealth Advisors, LLC, is not affiliated with Triad Advisors, LLC. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP

Board's initial and ongoing certification requirements.