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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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Copyright 2023 FMG Suite.

Securities and Investment Advisory Services offered thru L. M. Kohn & Company Member FINRA (finra.org) SIPC (sipc.org) and MSRB. 10151 Carver Rd. Suite 100. Cincinnati, OH 45242. (800) 478-0788

There can be no guarantee the strategies offered will be successful and the strategies carry risks, including loss of principal.

The Accredited Asset Management Specialist℠ (AAMS®) designation is sponsored by the College for Financial Planning, and it is obtained through the successful completion of a course of study encompassing investments, insurance, tax, retirement, and estate planning issues. Additionally, the end-of-course examination tests the individual’s ability to synthesize complex concepts and apply theoretical concepts to real-life situations. To maintain an active credential, designees must complete CE credits every two years as well as pay renewal fees.