Over the last couple months there have been multiple requests that the Elite Financial Management Team host a class discussing structured notes. Given the recent market volatility of 2022, many of you have mentioned that you have friends and family that are interested in learning more about the investment, in addition to providing current clients a refresher on how Elite Financial Management integrates them into our clients’ portfolios! As always, we listen to your requests and have scheduled a class for later this month to discuss structured notes!

What are they? How do they work? Who are they for? How does the Elite Financial Management team determine what structured note investment offerings to recommend?

We encourage you to join us for this class and invite your friends and family to join us as well. Depending on interest, we will look to schedule a virtual webinar for the class the following week as well. 

Please call the Dallas office (214-239-4715), and RSVP to Candice Young to join us, and how many in your party will be attending.

Thank you, and we look forward to seeing you all of your smiling faces at the class.