Description
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NY NATAS Members are invited to attend this informative event:
How to Find the Right
Financial Adviser &
Achieve Your Financial Goals
We are pleased to offer our esteemed members an opportunity to gain insight on important and relevant financial information to assist them with their financial planning.
This seminar will cover:
How a Financial Adviser can add value
How to choose an advisor
Why choosing the right advisor is so important
5 Key strategies for Financial Planning
How to achieve your goals
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Speakers:
Ms. Michelle Tran/Harness Wealth, Head of Business Devlopment
Mr. Jonathan Ferguson/Alexandria Capital, Managing Partner, Co-CIO
Date:
Tuesday, October 29, 2019
Time:
6:00PM-8:30PM
Event Schedule:
6:00pm-6:30pm ~ Networking & Snacks
6:30pm-8:00pm ~ Seminar
8:00-8:30pm ~ Q & A Session
Location:
NY NATAS, 450 7th Avenue - Suite 808, New York, NY 10123
RSVP:
Kindly provide your full name and your Membership# for verfication purposes by Monday, October 28, 2019.