California Wealth Transitions
858-707-7739 (San Diego)
714-332-2910 (Brea)
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Free Webinar - Watch Anytime

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Find Out How Stocks Will Respond After the Election!

What You'll Learn:
  • What the experts say about the current state of the economy
  • How the market might respond to various election outcomes
  • What you should be doing with your investments NOW to prepare

The stock market during an election year (especially this year!) can be volatile, but you can be prepared. We’re giving away FREE access to our webinar which goes live at 10 a.m. PDT on October 15 with John Leonard, CIMA, an Executive Director with JP Morgan. Get all the details on proposed policies of both Trump and Biden administrations and how the stock market might react. 

Services

  • Retirement Planning
  • Investment Management
  • Corporate Retirement Plans
  • Financial Planning
  • Tax Minimization
  • Trust and Estate Review
  • Divorce Planning
  • Business Succession Planning

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.  Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Private Wealth Services, LLC.. California Wealth Transitions is a member firm of Kestra Private Wealth Services, LLC an affiliate of Kestra IS. California Wealth Transitions and Kestra IS are not affiliated. Neither Kestra IS nor Kestra Private Wealth Services provide legal or tax advice.
This site is published for residents of the United States only. Registered representatives of Kestra Investment Services, LLC and investment adviser representatives of Kestra Private Wealth Services, LLC may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact Kestra Investment Services, LLC Compliance Department at 844-5-KESTRA (844-553-7872).
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  • Who We Are
    • Meet Our Team
    • How We Invest For You
    • CWT In the Press
    • Contact Us
  • Who We Help
  • Blog & Events
    • Financial Blog
    • Webinars and Events
  • Talk to an Advisor
  • Client Access