James Dew is Chief Executive Officer of Dew Wealth Management, LLC (“Dew Wealth”), an investment adviser registered with the United States Securities and Exchange Commission. Registration does not imply a certain level of skill, or training. No content contained herein should be construed as a direct or indirect offer of investment advisory services from Mr. Dew or Dew Wealth. The planning information and concepts provided are general in nature, are provided for educational and informational purposes only, and should not be construed as legal, tax, or investment advice. No attendee should assume that the publication of any of this material serves as the receipt of, or a substitute for, personalized advice from Mr. Dew or Dew Wealth, or from any other investment professional. Attendees should not use the content herein as the sole basis for any investment, planning, tax, legal or other decisions. Rather, a professional adviser should be consulted, and independent due diligence should be conducted before implementing any of the options referenced herein. All expressions of opinion reflect the judgment of the individual as of the date of publication and are subject to change. All planning and investment strategies have the potential for profit or loss, and different planning strategies, investments, and types of investments involve varying degrees of risk. There can be no assurance that the future performance of any specific plan, investment, or investment strategy, including those discussed herein, will be profitable or equal any historical or anticipated performance level. Past performance does not guarantee future results.