Capita's Financial Bootcamp Spring 2024

Erik Soderborg (Retirement Nerds), Tim Holland (Orion OCIO), and Zacc Call, CFP® (Capita) discussed the important topics of: The Great Medicare Debate, Market & Economic Outlook, and How To Manage The Social Security Tax Torpedo.
The content of this video is intended for educational purposes only, and should not be considered investment advice. Clients of Capita Financial Network may maintain positions in any of the securities discussed. Past performance is no indication of future performance. Certain investment strategies are not suitable for all investors and we encourage you to work with your own financial advisor in determining if it’s appropriate for your situation. Capita Financial Network does not provide legal or tax advice. All material presented in these videos comes from sources we deem to be reliable, but cannot guarantee the veracity of the data presented.
Advisory Services provided by Capita Financial Network LLC, an SEC Registered Investment Advisor. Registration with the SEC does not imply certain training or skill.
Please contact your professional advisor if you have questions about your own portfolio.