Q2 2025 Plan Sponsor Newsletter

Contact

Office: 760-202-1110

34530 Bob Hope Drive

Suite A

Rancho Mirage, CA 92270

curtis.green@lpl.com

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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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Curtis Green is a Registered Representative with and Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Cornerstone Wealth Management, LLC, a registered investment advisor and separate entity from LPL Financial. The LPL Financial registered representative associated with this site may only discuss and/or transact securities business with residents of the following states: AL, AZ, CA, CO, CT, FL, ID, IN, IA, NM, NY, NC, OH, OK, OR, PA, TN, TX, UT, VA, WA, WV

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