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Financial Advisor IQ Leadership Council

The council is a community of advisors focused on growing their clientele and sharing input that fuels research to help professionals strengthen their practices.

To qualify, advisors must meet certain basic qualifications: they must manage or advise on at least $50 million in assets, have three or more years of experience as a financial advisor/broker, maintain an excellent compliance record, and express a desire to engage with industry issues.

(Neither the advisors nor their parent firms pay any fees to the Financial Times or its FT Specialist subsidiary in exchange for inclusion in this community.)


CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS, INC (CFP BOARD)

Certified Financial Planner Board of Standards, Inc. (CFP Board) was founded in 1985 as a 501(c)(3) non-profit organization that serves the public interest by promoting the value of professional, competent and ethical financial planning services, as represented by those who have attained CFP® certification. CFP Board sets and enforces the requirements for CFP® certification, including: Education, Examination, Experience and Ethics.

Individuals who successfully complete CFP Board’s initial and ongoing certification requirements are authorized to use the CFP® certification marks in the United States.


CFA INSTITUTE

CFA Institute is a global community of more than 145,000 investment professionals working to build an investment industry where investors’ interests come first, financial markets function at their best, and economies grow. We are driven by the belief that lasting economic growth depends on trust, competence, and transparency in financial markets, and we know that it must be led by professionals adhering to the highest levels of ethics and investment expertise. We achieve these goals by: raising standards of professional excellence in the industry; championing ethical behavior in investment markets; serving as a respected source of knowledge in investment markets; and creating a strong global community of investment professionals.

For more information, please visit: www.CFAInstitute.org


THE NATIONAL ASSOCIATION OF ESTATE PLANNERS & COUNCILS (NAEPC)

The National Association of Estate Planners & Councils was formed in 1962 and incorporated in 1963 as a non-profit business league by 13 estate planning leaders from nine councils. The association’s core belief is that the team concept of estate planning best serves the client. Each program, benefit and service is developed with this single value in mind.

The NAEPC boasts over 260-member estate planning councils and provides services to their estimated 29,0000 individual members. In addition, the association has nearly 1,800 active Accredited Estate Planner® designees with representation in nearly every state of the country. Professional are typically within the accounting, insurance, legal, trust services or financial planning fields, all with a focus on estate planning.

All individuals obtaining the AEP designation must demonstrate a continued commitment to the team approach to estate planning and adhere to a strict code of ethics.


ESTATE PLANNING COUNCIL OF NEW YORK CITY, INC.

The Estate Planning Council of New York City is an interdisciplinary organization for professionals involved in estate planning. Since its inception in 1959, the Council’s primary objective has been to provide a better understanding of the services performed by attorneys, life underwriters, trust officers, accountants, and others substantially involved in estate planning and to promote cooperation among them.

Our meetings provide a medium for discussion of various, up-to-date estate planning topics of common interest. In addition to the excellent educational information and technical content, our meetings afford our members the opportunity to network, meet old friends and make new ones within the greater New York City professional community.


FORBES FINANCE COUNCIL

Forbes Finance Council is an invitation-only community for executives in accounting, financial planning, wealth and asset management and investment firms.

Forbes Finance Council members are hand-selected, to become part of a curated network of successful peers and get access to a variety of exclusive benefits and resources, including the opportunity to submit thought leadership articles and short tips on industry-related topics for publishing on Forbes.com.

Forbes Councils combines an innovative, high-touch approach to community management perfected by the team behind Young Entrepreneur Council (YEC) with the extensive resources and global reach of Forbes. As a result, Forbes Council members get access to the people, benefits and expertise they need to grow their businesses — and a dedicated member concierge who acts as an extension of their own team, providing personalized one-on-one support.

For more information about Forbes Finance Council, visit www.ForbesFinancecouncil.com


HERITAGE AUCTIONS

Heritage Auctions is the largest collectibles auctioneer and third largest auction house in the world, as well as the largest auction house founded in the US. Our loyal and growing number of online bidder-members are a testament to the usefulness of our website (HA.com), our reputation for professional business practices and our vast expertise in the field of art and collectibles.

For more information, please visit: www.HA.com

*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, or membership in any professional organization, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Magnus is engaged, or continues to be engaged, to provide investment advisory services.

DISCLAIMER

Magnus Financial Group LLC (“Magnus”) did not produce and bears no responsibility for any part of this report whatsoever, including but not limited to any macroeconomic views, inaccuracies or any errors or omissions. Research and data used in the presentation have come from third-party sources that Magnus has not independently verified presentation and the opinions expressed are not by Magnus or its employees and are current only as of the time made and are subject to change without notice.

This report may include estimates, projections or other forward-looking statements, however, due to numerous factors, actual events may differ substantially from those presented. The graphs and tables making up this report have been based on unaudited, third-party data and performance information provided to us by one or more commercial databases. Except for the historical information contained in this report, certain matters are forward looking statements or projections that are dependent upon risks and uncertainties, including but not limited to factors and considerations such as general market volatility, global economic risk, geopolitical risk, currency risk and other country-specific factors, fiscal and monetary policy, the level of interest rates, security-specific risks, and historical market segment or sector performance relationships as they relate to the business and economic cycle.

Additionally, please be aware that past performance is not a guide to the future performance of any manager or strategy, and that the performance results and historical information provided displayed herein may have been adversely or favorably impacted by events and economic conditions that will not prevail in the future. Therefore, it should not be inferred that these results are indicative of the future performance of any strategy, index, fund, manager or group of managers. Index benchmarks contained in this report are provided so that performance can be compared with the performance of well-known and widely recognized indices. Index results assume the re-investment of all dividends and interest.

The information provided is not intended to be, and should not be construed as, investment, legal or tax advice nor should such information contained herein be construed as a recommendation or advice to purchase or sell any security, investment, or portfolio allocation. An investor should consult with their financial advisor to determine the appropriate investment strategies and investment vehicles. Investment decisions should be made based on the investor’s specific financial needs and objectives, goals, time horizon and risk tolerance. This presentation makes no implied or express recommendations concerning the way any client’s accounts should or would be handled, as appropriate investment decisions depend upon the client’s specific investment objectives.

Investment advisory services offered through Magnus; securities offered through third party custodial relationships. More information about Magnus can be found on its Form ADV at www.adviserinfo.sec.gov.

TERMS OF USE

This report is intended solely for the use of its recipient. There is a fee associated with the access to this report and the information and materials presented herein. Re-distribution or republication of this report and its contents are prohibited. Expert use is implied.

DEFINITIONS

Asset class performance was measured using the following benchmarks: U.S. Large Cap Stocks: S&P 500 TR Index; U.S. Small & Micro Cap: Russell 2000 TR Index; Intl Dev Large Cap Stocks: MSCI EAFE GR Index; Emerging & Frontier Market Stocks: MSCI Emerging Markets GR Index; U.S. Intermediate-Term Muni Bonds: Bloomberg Barclays 1-10 (1-12 Yr) Muni Bond TR Index; U.S. Intermediate-Term Bonds: Bloomberg Barclays U.S. Aggregate Bond TR Index; U.S. High Yield Bonds: Bloomberg Barclays U.S. Corporate High Yield TR Index; U.S. Bank Loans: S&P/LSTA U.S. Leveraged Loan Index; Intl Developed Bonds: Bloomberg Barclays Global Aggregate ex-U.S. Index; Emerging & Frontier Market Bonds: JPMorgan EMBI Global Diversified TR Index; U.S. REITs: MSCI U.S. REIT GR Index, Ex U.S. Real Estate Securities: S&P Global Ex-U.S. Property TR Index; Commodity Futures: Bloomberg Commodity TR Index; Midstream Energy: Alerian MLP TR Index; Gold: LBMA Gold Price, U.S. 60/40: 60% S&P 500 TR Index; 40% Bloomberg Barclays U.S. Aggregate Bond TR Index; Global 60/40: 60% MSCI ACWI GR Index; 40% Bloomberg Barclays Global Aggregate Bond TR Index.