November 22, 2023

Dear Client and/or Friend,

We held our 10th annual investment conference on October 17th. Thanks to those who attended our conference and helped make it a success. As always, the participants had a fun and informative evening.

We have attached our conference handout. This handout is useful for learning more about our investment division, our history, current thoughts, industry allocations, and some specific company mentions.

2023 RBS Investment Handout with company mentions

The video of the conference can be accessed at our YouTube channel: 2023 RBS Investment Conference Video

If you would like to discuss investing, finance or your financial situation, please let us know, and we will set up an appointment. There is no charge for this service.

Happy Holidays!

Ronald R. Redfield CPA,PFS