The views and opinions expressed by the presenter are not necessarily representative of SageSpring Wealth Partners LLC. Such views may change without notice, and SageSpring and the speaker disclaim all responsibility to update views. We believe the information referenced, including information obtained from 3rd sources, is reliable but no representation, warranty, or undertaking, expressed or implied, regarding its accuracy is made by SageSpring or any other person. While such sources are believed to be reliable, SageSpring does not assume any responsibility for the accuracy of the information. All investments involve risk, including possible loss. Past performance is not a guarantee of future results, which may vary. No assurance can be given that profits or investment objects will be achieved or that losses will not be incurred. The information provided and views expressed herein do not constitute advice or a recommendation of any kind nor is it an offer to sell or a solicitation to deal in any security or financial product. This video is provided for informational and educational purposes only. Except as otherwise indicated, the information, views, and opinions contained in this video are based on matters as they exist as of the date of preparation and not as of the date of distribution or any future date. Any indices and other financial benchmarks discussed are for illustrative purposes only, are unmanaged, reflect reinvestment of income and dividends and do not reflect the impact of fees. Investors cannot invest directly in an index. Comparisons to indexes have limitations because indexes have volatility and other characteristics that may differ from a particular strategy such as the types of securities being substantially different. Certain information contained or discussed herein constitutes “forward-looking statements,” which can be identified by the use of terminology such as “may,” “will,” “should,” “expect,” “anticipate,” “project,” “estimate,” “intend,” “continue,” or “believe,” or the negatives thereof or other variations thereon or comparable terminology. Due to various risks and uncertainties, actual events, results or actual performance may differ from those reflected or contemplated in such forward-looking statements. Nothing contained herein may be relied upon as a guarantee, promise, assurance or a representation. Neither SageSpring nor any individual speaker can be held responsible for any direct or incidental loss incurred by applying the information presented. This information is not intended to be relied upon as a forecast or research in any way and should not be solely relied on as a forecast or research in any way and should not be relied on when making an investment decision. It is provided with the understanding that the recipient has sufficient knowledge and experience to be able to understand and make their own evaluation of the proposals and services described herein, any risks associated with and related legal, tax, accounting, or other material considerations. To the extent that the viewer has any questions regarding the applicability of any specific issue discussed above to their specific portfolio or situation, prospective investors are encouraged to contact or consult with the professional advisor of their choosing. The information herein is not intended to be tax or legal advice. Opinions and commentary do not take into account the investment objectives or financial situation of any particular investor or class of investors. Investors will need to consider their circumstances before making investment decisions. This recording is the property of Jason Poe and should not be copied, distributed, published, or reproduced without his express written permission. Any advisory services are provided via SageSpring, which is registered with the United States Securities and Exchange Commission (“SEC”) as an investment adviser. SEC registration does not imply a certain level of skill or training.