Brunch With JAG!

Start your day with a blend of fresh ideas and great food at Brunch with JAG!

Join us for a delicious complimentary brunch as we navigate today’s dynamic financial world. Featuring Eric Pettway, CFA, Chief Investment Officer at Journey Advisory Group, we’ll dive into the 2025 Market Outlook and share actionable insights to keep you ahead of the curve.

Our financial advisors will also break down the powerful Mega Backdoor Roth 401(k) Conversion Strategy*—an opportunity to supercharge your retirement planning.

Plus, bring your questions! Eric and the team will host a live Q&A session to answer your most pressing financial concerns and provide personalized insights.

What to Expect:

• Market Insights: Discover what’s shaping 2025 from our Chief Investment Officer.
• Retirement Strategies: Learn how the mega backdoor Roth 401(k) conversion strategy* can boost your retirement savings. 
• Interactive Q&A: Ask your burning questions and get answers in real time.
• Networking & Brunch: Enjoy a delightful meal while connecting with like-minded attendees.

Seats are limited—register now to reserve your spot!

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[Event Details]:

Date: Friday, February 21st, 2025

Time: 10:30am - 12:00pm (Begins promptly at 11:00am)

• 10:30 AM – Doors Open | Brunch & Refreshments

• 11:00 AM – Market Insights & Mega Backdoor Roth 401(k) Conversion Strategy*

• 11:30 AM – Interactive Q&A Session

• 12:00 PM – Event Concludes

Location: Metropolitan Club - Click For Parking Details

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How to Register:

1. Click the "Register" button on this page and provide your information.
2. IF you are bringing any guests with you- In the drop-down menu, select the number of guests.
3. Please provide the names of your guests in the message box.

Important Information:

In consideration of our venue's capacity and to ensure an optimal experience for all attendees, we kindly request that you reserve your seat at your earliest convenience. Availability is limited, and registrations will be accepted on a first-come, first-served basis. Don't miss this opportunity to join us—register today to confirm your participation.

If the event is full and you are unable to RSVP, email Jenna.Philibin@JourneyAdvisory.Group, we will see if we can accommodate you.

* Journey Advisory Group, LLC does not offer tax or legal advice.  Consult with an attorney for legal advice and a qualified tax professional for tax advice.