Join Summit Financial Advisors for a Special Client Event
Lunch Seminar: Tax Strategies & Market Outlook

Date: Wednesday, June 4, 2025
Time: 12:00 PM – 1:30 PM
Location: The Pacific Club
1451 Queen Emma Street, Honolulu, HI 96813

We’ll begin with a presentation from our team covering:
✔ Recent developments in tax law and possible changes ahead
✔ Practical tax strategies you can implement now

We’re also pleased to welcome Anthony Borsellino of First Trust as our guest speaker. He will provide:
• A current market update
• Insights on the economic outlook
• A strategy relevant to today’s market conditions

Lunch will be provided.
Please bring a friend who may also benefit from this discussion.
Please RSVP by May 28th to reserve your seats.

We look forward to seeing you there.

Warm regards,
The Team at Summit Financial Advisors