- Throughout the program, we may generally discuss financial vehicles; however, nothing I say should be construed as a recommendation to buy or sell any financial vehicle, nor should it be used to make decisions today about your investments.
- You should consult with a professional experienced in the areas of tax, legal, accounting, or investments regarding the applicability of this information to your situation.
- This event is not affiliated with the U.S. government or any government agency.
- Some information and opinions included in this presentation have been provided by third parties and have been obtained from sources believed to be reliable. However, accuracy and completeness cannot be guaranteed by Erik Dodds or affiliated entities. It is being provided for informational/educational purposes only and is not a solicitation for the purchase of any product, nor should be construed as advice designed to meet the needs of the client.
- All investments involve some degree of risk. In finance, risk refers to the degree of uncertainty and/or potential financial loss inherent in an investment decision. In general, as investment risks rise, investors seek higher returns to compensate for taking such risks.
- Every saving and investment product has different risks and returns. Differences include: how readily investors can get their money when they need it, how fast their money will grow, and how safe their money will be.
- Stock options involve risk and are not suitable for all investors. All investors who deal with stock options should read and understand the publication “Characteristics and Risks of Standardized Options.”
- There are no warranties implied.
- Some of the financial positions discussed may be held by the presenter, their firm, their clients, or their family.
- CRG Wealth, LLC (“RIA Firm”) is a registered investment adviser located in Las Vegas, NV. CRG Wealth, LLC may only transact business in those states in which it is registered or qualified for an exemption or exclusion from registration requirements.
- Insurance products and services are offered and sold through Canyon Ridge Group, LLC and individually licensed and appointed insurance agents.
- Anderson Business Advisors, LLC and Anderson Financial Services, LLC are unaffiliated with CRG Wealth, LLC and Canyon Ridge Group, LLC.
- All images are either used from sites deemed free for commercial use or are owned by their respective entities.
