EMSIP Presentation with Jessup Wealth Management

Name: 45-Minute Presentations: Retire Ready
Start: 2026-07-14T11:30:00-04:00
End: 2026-07-14T11:30:00-04:00

By: Mark McEvily, JWM’s Chief Investment Officer

July 14th @ 11:30 am – 12:15 am

45 Minute EMSIP Presentation

Introduction to the EMSIP
How to sign up for the EMSIP
Fidelity Brokerage Account Education/Best Practices
Education on difference between long-term & short-term capital gains
How to sell stock and designate specific share lots
Linking an outside (personal) bank account (to move money to and from Fidelity)

Jessup Wealth Management
Primary Address: 35 Park Ave, Dayton, OH 45419
CoHatch Kenwood: 7875 Montgomery Rd, Suite 42, Cincinnati, OH, 45236
Phone: 937-938-9105

Jessup Wealth Management
Primary Address: 35 Park Ave, Dayton, OH 45419
CoHatch Kenwood: 7875 Montgomery Rd, Suite 42,
Cincinnati, OH, 45236
Phone: 937-938-9105

Disclosures

Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested.

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