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AFG Town Hall – July 12th, 2023

July 12, 2023

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During the July 12th edition of the Aul Financial Group Town Hall series, Deanna Orf kicks off our session by covering various investor biases and the dangers of falling prey to FOMO. This can be especially true when you are in a period of volatility and uncertainty that we see currently. It’s as essential to remember the long-term plan as it is to update it periodically.
 
Mel Brandon stole a page from Steve’s playbook to discuss taxes. He covered a piece on five ways taxes can rise and how that may derail your retirement plans. We make no secret of what direction we see tax burdens headed in the future. It is important to plan for the laws we have and do what we can to guard against potential future changes.
 
Steve Aul wraps up the July 12th Town Hall by talking about some of the wonderful events we have been hosting and will host in the future. We love the opportunity to show our appreciation to our clients and take every opportunity to do so. Next up, Steve discusses “investment advisor math” and what you need to keep in mind when you see large swings in various indexes.
 
Next Live Town Hall is Wednesday, August 9th @ 4:30 p.m.
 
If you have questions or topics you would like the see the team cover on the next Town Hall, please email info@aulfg.com. 

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