2019 Outlook

Join us as we share timely insights on the economy, markets, and our commitment to assisting you to preserve your family’s financial legacy.

Topics will include:

Our outlook for the economy and financial markets.

 

An overview of how our portfolio strategies are designed to navigate volatile markets.

 

Plus, a panel conversation about the opportunities of generational planning, including:

 

How a family meeting can facilitate successful wealth transfer.

Estate planning strategies for retirement assets.

How charitable planning conversations can engage children and grandchildren.

FEATURED SPEAKERS AND PANELISTS:

 

Nathan Mersereau, CFP®
President

Jim Long, CFA®, CFP®, CMFC®
Director of Investments

Nicole Gopoian Wirick, JD, CFP®
Wealth Advisor

Jim Niedzinski, CFP®, AIF®
Wealth Advisor

Julie Hall, CFP®, MSF
Director of Financial Planning

TROY ONLY

Will Hullinger, CFP®
Advisor

FLORIDA ONLY

DATES AND LOCATIONS

Troy, Michigan
Thursday, January 24

11:00 A.M. – 1:00 P.M.
Lunch will be served.

Somerset Inn
2601 W Big Beaver Rd
Troy, MI 48084
(248) 643-7800

Registration is Closed

Naples, Florida
Tuesday, February 5

11:00 A.M. – 1:00 P.M.
Lunch will be served.

Naples Grande Beach Resort
475 Seagate Dr
Naples, FL 34103
(239) 227-2182

Registration is Closed

Sarasota, Florida
Wednesday, February 6

11:00 A.M. – 1:00 P.M.
Lunch will be served.

Ritz-Carlton Hotel
1111 Ritz Carlton Drive
Sarasota, FL 34236
(941) 309-2000

Registration is Closed