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2024 Q3 Newsletter

Aug 9, 2024
1 min read

Updated: Aug 12

This article describes planning areas relevant to couples and families making financial decisions as retirement approaches. It discusses how aligning goals, evaluating protection strategies and maintaining consistent financial habits relate to long-term financial stability and to managing uncertainty.





 
 

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Kathmere Capital Management

993 Old Eagle School Road, Ste 405

Wayne, PA 19087

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610.989.3900

participantservices@kathmere.com

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information. 

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This website does not provide or replace required ERISA plan disclosures, including but not limited to the Summary Plan Description (SPD), Summary of Material Modifications (SMM), Summary Annual Report (SAR), participant fee disclosures, or the official plan document.

 

Required plan documents are provided separately by your employer or plan administrator. Participants should refer to their official plan communications or contact their plan administrator directly to request copies of plan documents or for information regarding plan terms, investments, and fees.

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Access to an advisor does not obligate you to engage advisory services and does not, by itself, create an investment advisory or fiduciary relationship. Any advisory relationship will be governed by a separate written agreement and applicable disclosures.

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The Forms ADV and CRS (Click to download) contain important information regarding Kathmere Capital. Part I and Part 2 of Form ADV and Form CRS are available on a site maintained by the United States Securities and Exchange Commission. The information set forth in both the Form ADV and Form CRS have not been approved or verified by any governmental authority. Click here to view the latest filings.

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Important Disclosures

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