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ORGANIZER;CN=Mark Johnson:MAILTO:mjohnson@b2bcfo.com
SUMMARY:THE FENG: Current Economic Environment & Upcoming Trends for 2023
LOCATION:Zoom
DESCRIPTION:Topic: Current Economic Environment &amp; Upcoming Trends for 2023Speaker: &nbsp;Justin Cairns founder and owner of Next Step Advisory GroupPresentation: Details to follow.Speaker’s Bio:Justin’s career began in January 2006 at Northwestern Mutual in Phoenix before making a transition as a wealth management advisor to Raymond James in 2009. Beginning in 2018, he formed Next Chapter Advisory Group, a DBA under Capital Wealth Alliance LLC, which focuses on partnering with private clients and business owners to manage portfolios and develop custom financial strategies that are designed to help them achieve their personal financial goals in the most efficient manner. Client goals focus on retirement, trust portfolio management and charitable giving.&nbsp;The approach and disciplined process Justin has implemented with his clients help to minimize emotions that can derail clients from achieving their goals. The process has three distinct steps: Discovery, Design and Deploy.Justin provides financial strategies for real estate buyers looking to access money from their investment portfolios in the most tax-efficient manner possible. He also specializes in advanced financial planning and trust management for individuals moving forward with cryogenics who desire their assets be protected, managed and monitored with strong fiduciary principles.&nbsp;As a member benefit provider for the State Bar of Arizona, Justin assists attorneys with disability insurance and financial planning for themselves and their clients. In December 2006, Justin earned concurrent degrees from Arizona State University: a Bachelor of Science in marketing and a Bachelor of Science in management with a minor in communications.&nbsp;Justin is the previous co-chair and a founding board member of the Make-A-Wish Foundation Private Planned Giving Committee, a member of the Phoenix Chamber of Commerce and a participant in several charity events.&nbsp;&nbsp;.&nbsp;
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