David J. Blount, CFP®
LPL Financial Advisor
Good Afternoon,
I hope you’ll join us at a webinar which delivers a Midyear Outlook for 2024. Covering topics like when interest rates may fall to what to expect from the stock market, it’s a great jumping-off point for our next check-in.
Hosted by some of investing’s brightest regulars on shows like CNBC or MarketWatch, it’s available to you thanks to my partnership with LPL Financial – the firm who gives me the ability to put your plans into action.
Midyear Outlook: Still Waiting for the Turn
Date: July 31, 2024
Time: 4 p.m. ET / 1 p.m. PT
Location: Virtual
I hope you can attend. In the meantime, please reach out with any questions. And of course, be sure to register today. I have attached below a copy of the LPL Midyear Outlook 2024 research report as well.
Look forward to seeing you there and please let me know if you register!
About David
David Blount is President and CEO of Investment & Insurance Planning Services, LLC (IIPS), an independent and fee-based firm that helps clients establish their financial goals and creates custom financial plans to help them pursue those goals. They specialize in working with pre-retirees, individuals in a career transition, L3Harris engineers, and JetBlue pilots. David’s motivation comes from seeing his clients pursue their goals. He says, “It’s very rewarding to help people make successful transitions from one career to another, start a small business, or retire.”
David received his bachelor’s degree from Troy University, and before becoming a financial planner in 2000, he had a nine-year career in the United States Coast Guard. He obtained the CERTIFIED FINANCIAL PLANNER™ designation in 2007. He has served as the guest financial expert on Orange Television’s Adult Lifestyle Magazine Show and frequently provides financial and retirement planning workshops. Outside of work, he enjoys spending time with his wife, Michelle, their two kids, Ryan and Alana, their dog, Jack, and visiting with friends. An avid outdoorsman, he enjoys fishing, hiking, and exercising, and as a committed person of faith, he enjoys attending church and is passionate about helping people in his community. To learn more about David, connect with him on LinkedIn.
This material was prepared for David Blount’s use.
The opinions voiced in this article are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision.
This information is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss your specific tax issues with a qualified tax advisor.
Investment & Insurance Planning Services and LPL Financial do not offer tax advice or services.
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