Cocktail Reception: 5:30 Discussion: 6:00 Dinner: 6:45
Discussion Highlights Include:
– How will the Trump presidency effect your finances?
– The effect of rising interest rates on your bond funds and dividend stocks.
– Do you think your current advisor is just reactive and not proactive?
– Learn how to preserve your principal and keep your money safe from market declines.
– Illiquid REITS and Oil investments losing their principal and not having access to your money?
If you are between the ages of 50-70 and have over $500,000 in investable assets this workshop could be for you. To register please fill out the form below, attendance is at the discretion of the presenter.
Fenton Office
1855 Bowles Ave, Suite 105
Fenton MO 63026