Speaker: Kyle Whittington, CFP® and James B. Cornehlsen, CFA® Meld Financial
Tuesday, October 8, 2019 from 6:30 to 8:15 PM at Greystone Golf & Country Club – Founder’s Clubhouse
A light supper will be served | Reservations Required
You’ve spent your entire life saving for retirement. The final few years before retirement and the first few years of retirement are critical when it comes to understanding how to position your assets to avoid and unexpected impact from the stock market. Join us as we illustrate the importance of shifting from offense to defense and to learn how to understand your personal investment allocation needs.
All events are for educational purposes only; no products or services will be sold.
Securities Offered Through Triad Advisors, LLC Member FINRA/SIPC
Advisory Services Offered Through Meld Financial Inc.
Meld Financial Inc. and Triad Advisors, LLC Are Not Related