Description
Dinner with Tar Heel Wealth Management and Cara Thomas of First Trust on October 16, 2025.
Market on Main. Arrival at 5:30 and Dinner at 6:00.
This presentation was prepared by First Trust Portfolios L.P. and reflects the current opinion of the authors. The information presented is not intended to constitute an investment recommendation for, or advice to, any specific person. By providing this information, First Trust is not undertaking to give advice in any fiduciary capacity within the meaning of ERISA, the Internal Revenue Code or any other regulatory framework. Financial professionals are responsible for evaluating investment risks independently and for exercising independent judgment in determining whether investments are appropriate for their clients.
This event has been funded in part by First Trust. Cara Thomas & First Trust are not affiliated or registered with Cetera Wealth Services, LLC. Any information provided by Cara Thomas & First Trust is in no way related to Cetera Wealth Services, LLC or its registered representatives.
Brent & Kenneth offer Securities through Cetera Wealth Services, LLC, member FINRA/SIPC. Brent offers Advisory Services through Cetera Investment Advisers LLC, a registered investment advisor. Cetera is under separate ownership from any other named entity. 1333 2nd ST NE Suite 303 Hickory, NC 28601 828-327-3959
Date and Time
Wed, Oct 01, 2025
3:20p - 4:20p EST