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My Wealth Workshop

Category: Uncategorized

Welcome to Quarter Over Quarter!

Disclosures

The content of these workshops and related materials is for educational purposes only and reflects views and conditions as of the date presented. It should not be construed as investment, tax or legal advice. Attendance does not establish a client relationship with Moran Wealth Management®, LLC. Should you need personalized investment advice, you should consult with a registered investment adviser. Moran Wealth Management®, LLC is a Registered Investment Adviser.

Moran Wealth Management®, LLC (MWM) is an SEC registered investment adviser located in Naples, Florida. Registration as an investment adviser does not imply a certain level of skill or training. The publication of MWM’s web site on the Internet should not be construed by any consumer or prospective client as MWM’s solicitation or attempt to effect transactions in securities, or the rendering of personalized investment advice over the Internet.

A copy of MWM’s current written disclosure statement as set forth on Form ADV, discussing MWM’s business operations, services, and fees is available from MWM upon written request or by visiting adviserinfo.sec.gov. MWM does not make any representations as to the accuracy, timeliness, suitability or completeness of any information prepared by any unaffiliated third party, whether linked to or incorporated herein. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

We are neither your attorneys nor your accountants and no portion of this material should be interpreted by you as legal, accounting or tax advice. We recommend that you seek the advice of a qualified attorney and accountant.

*Moran Wealth Management®, LLC was ranked #1 in Southwest Florida in Financial Advisor Magazine’s 2026 RIA Ranking, based on assets under management as of December 31, 2025. Rankings are determined solely by total AUM submitted through a voluntary survey and are not indicative of future performance, investment results, the quality of investment advice, or client experience. Full ranking methodology and disclosures: moranwm.com/disclosures.

Some workshop titles refer to Barron’s rankings. Tom Moran has been named to Barron’s Top 100 Independent Advisors (2019–2022, 2024, 2025, 2026). Barron’s is a registered trademark of Dow Jones & Company; Moran Wealth Management®, LLC is not affiliated with Barron’s or Dow Jones & Company, L.P. Barron’s bases its rankings on data provided by advisers and their firms, including assets managed, revenue produced and quality of practice; investment returns are not a component. MWM applied for consideration and did not pay a fee to be eligible, but may pay a fee for plaques, logo licensing or article reprints after receiving a designation. Rankings are not indicative of future performance or of any client’s experience. Full ranking methodology and disclosures: moranwm.com/disclosures.

Moran Wealth Management®, LLC is a separate entity and not affiliated with any other entity or practice that uses the same name.

© 2026 Moran Wealth Management®. All Rights Reserved.   239-920-4440   info@moranwm.com   All disclosures

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