Home
Our Commitment
Our Approach
Our Team
Resources
Contact Us
Schedule a Call

Happy Thanksgiving

Happy Thanksgiving

A. Gary Katz, CBEC^®

November 25, 2025

May you and yours enjoy a safe, warm, happy, and delicious Thanksgiving Day!

Contact

Office: (561) 600-1950

8479 Club Estates Way

Lake Worth, FL 33467

team@sagemarkpw.com

Quick Links

Retirement
Investment
Estate
Insurance
Tax
Money
Lifestyle
Latest Articles
All Videos
All Calculators

Check the background of your financial professional on FINRA's BrokerCheck.

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.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Copyright 2026 FMG Suite.

Securities offered through Osaic Wealth, Inc. member FINRA/SIPC. Investment advisory services offered through Sagemark Consulting, a marketing name for Osaic Wealth, Inc. Osaic Wealth, Inc. is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth, Inc.

Osaic Wealth, Inc. and its representatives do not provide legal or tax advice. You should consult a legal or tax advisor regarding any legal or tax information as it relates to your personal circumstances.

*Associated persons who hold a JD and/or CPA license do not offer tax or legal advice on behalf of the firm.

Gary Katz: California Insurance License #0G09597

Barbara Phipps: California License Number #1815841