This presentation is provided by Lindsey Hilton, an investment adviser representative of JL Banibridge & Co., Inc. The information shared today is for general educational and informational purposes only and is not intended to be personalized investment advice. While we may discuss financial wellness concepts, any decisions about your personal finances should be made based on your individual circumstances. Lakewood Ranch Country Club is not affiliated with JL Bainbridge and is not compensated in any way for hosting this event.
JL Bainbridge is an SEC registered Investment Adviser. Registration with the SEC does not imply any level of skill or training. JL Bainbridge is not a broker dealer and does not offer tax or legal advice. Please consult your tax or legal professional for assistance regarding your individual situation. For more information about our firm and our investment adviser representatives, please review our ADV Part 2, Privacy Notice, and Relationship Summary (Form CRS) at jlbainbridge.com or reference the SEC website for more information on the firm at: https://adviserinfo.sec.gov/firm/summary/108058.
Investing involves risk, including the potential loss of principal. Past performance is not indicative of future results. AD25
