Events

Thank you for registering for our webinar. Please use the instructions below to join us on the day of the event. And, if you have any questions, don’t hesitate to reach out. Topic: Tax Managed Investing Time: Apr 11, 2024 05:30 PM Pacific Time (US and Canada) Join Zoom Meeting https://us02web.zoom.us/j/89788237075?pwd=cURaem1MN1ZoSUxJUE1xN1lRNFZiQT09 Meeting ID: 897 8823 7075 Passcode: 475006 --- One tap mobile +16699006833,,89788237075#,,,,*475006# US (San Jose)

Hi there, You are invited to a Zoom webinar. When: Jan 25, 2024 05:30 PM Pacific Time (US and Canada) Topic: 2024 Market Outlook with J.P.Morgan Please click the link below to join the webinar: https://us02web.zoom.us/j/85067021211?pwd=SzRBR1pMR2s1NllZZkhBN0JxRXpoUT09 Passcode: 946183 Or One tap mobile : +14086380968,,85067021211#,,,,*946183# US (San Jose) +16694449171,,85067021211#,,,,*946183# US Or Telephone: Dial(for higher quality, dial a number based on your current location): +1 408 638 0968 US Webinar ID: 850 6702 1211 Passcode: 946183 International numbers available: https://us02web.zoom.us/u/kbnOgeoNEB

Thank you for registering for our upcoming webinar. Please use the information below to join the event. Topic: The Anatomy of A Recession When: Nov 9, 2023 05:30 PM Pacific Time (US and Canada) Please click the link below to join the webinar: https://us02web.zoom.us/j/82357437539?pwd=YTlKa3hOWXZSOU5kME1GNzdBYzhEdz09 Passcode: 204252 Telephone: +1 669 444 9171 US Webinar ID: 823 5743 7539 Passcode: 204252

Thank you for registering for our upcoming webinar. To join, please refer to the information below. When: Jun 15, 2023 05:30 PM Pacific Time (US and Canada) Topic: The World in 2030: 10 predictions for long-term investors Please click the link below to join the webinar: https://us02web.zoom.us/j/86898306796?pwd=c2gzMzdOMklUek1LM09sVVJWQ1Vjdz09 Passcode: 747868 Webinar ID: 868 9830 6796 Passcode: 747868 As always, please reach out with any questions or requests for assistance.

Thank you for registering for our upcoming event. Please use the information below to join us. When: Jan 24, 2023 05:30 PM Pacific Time (US and Canada) Topic: State of the Markets 2023 Please click the link below to join the webinar: https://us02web.zoom.us/j/89521504892?pwd=QlRvOW9COHBLVjBmSXh0ak9YNFFtQT09 Passcode: 706648

You are invited to a Zoom webinar. When: Nov 10, 2022 05:30 PM Pacific Time (US and Canada) Topic: Investor Market Outlook - Hartwell Financial & Clark Capital Please click the link below to join the webinar: https://us02web.zoom.us/j/87011012860?pwd=NWpqWlVaWE5NTXBiRUtCWmtFQmlEUT09 Passcode: 130512 Or One tap mobile : US: +16699006833,,87011012860#,,,,*130512# or +14086380968,,87011012860#,,,,*130512# Or Telephone: Dial(for higher quality, dial a number based on your current location): US: +1 669 900 6833 or +1 408 638 0968 or +1 669 444 9171 or +1 719 359 4580 or +1 253 215 8782 or +1 346 248 7799 or +1 386 347 5053 or +1 564 217 2000 or +1 646 876 9923 or +1 646 931 3860 or +1 301 715 8592 or +1 309 205 3325 or +1 312 626 6799 or +1 360 209 5623 Webinar ID: 870 1101 2860 Passcode: 130512 International numbers available: https://us02web.zoom.us/u/kbWumACDys

Thank you for registering for our Webinar. Please see login information below. When: May 26, 2022 05:30 PM Pacific Time (US and Canada) Topic: Geopolitics, Rates, Inflation, and Prices Please click the link below to join the webinar: https://us02web.zoom.us/j/84981916357?pwd=MEVhUVBiWWw2aVNUUE8yaklJQVZPZz09 Passcode: 772285 Or One tap mobile : US: +16699006833,,84981916357#,,,,*772285# or +14086380968,,84981916357#,,,,*772285# Or Telephone: Dial(for higher quality, dial a number based on your current location): US: +1 669 900 6833 or +1 408 638 0968 or +1 346 248 7799 or +1 253 215 8782 or +1 646 876 9923 or +1 301 715 8592 or +1 312 626 6799 Webinar ID: 849 8191 6357 Passcode: 772285 International numbers available: https://us02web.zoom.us/u/khhdQbM5C

ZOOM MEETING DETAILS Date: Friday, March 25th, 2022 | Time: 12pm PST Join via ZOOM Cloud meetings application: • Select “Join a Meeting” • Enter Meeting ID: 955 0726 9144 Join via link: • https://jpmchase.zoom.us/j/95507269144#success

Grant Hartwell, CFP® is inviting you to a scheduled Zoom meeting. Topic: Seeking Balance: Investing in 2021 and Beyond Time: May 20, 2021 05:00 PM Pacific Time (US and Canada) Join Zoom Meeting https://us02web.zoom.us/j/82820795341?pwd=QjFVc2J1Q2lVNGJCMGVMTW5EbS9xdz09 Meeting ID: 828 2079 5341 Passcode: 825211 One tap mobile +16699006833,,82820795341#,,,,*825211# US (San Jose) +14086380968,,82820795341#,,,,*825211# US (San Jose) Dial by your location +1 669 900 6833 US (San Jose) +1 408 638 0968 US (San Jose) +1 346 248 7799 US (Houston) +1 253 215 8782 US (Tacoma) +1 646 876 9923 US (New York) +1 301 715 8592 US (Washington DC) +1 312 626 6799 US (Chicago) Meeting ID: 828 2079 5341 Passcode: 825211 Find your local number: https://us02web.zoom.us/u/kb5mP7E7xU

If you would like to submit a question ahead of time, please email it to: hartwellfinancialservices@royalaa.com To join the webinar please use the information below. You are welcome to arrive 5-10 minutes early: Wednesday, August 26th 5:30pm PDT https://us02web.zoom.us/j/83578313838?pwd=bFNvc2M0dVRXdDhJRlNCaHF4VEdNUT09 Passcode: 600403 Webinar ID: 835 7831 3838

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