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Navigating The Markets | Lake Country 12/10/19
December 10, 2019 @ 6:00 pm - 8:00 pm
6:30pm-8:00pm Presentation and Q&A
Dave Spano, CFP®, President & CEO
Derek Felske, CFA™, CIO
Beverages · Light Hors D’oeuvres · Desserts
Limited, complimentary structure parking available
Ticket and reservation required · 4 ticket maximum
- Listen to Annex Wealth Management’s Chief Investment Officer discuss his views on the markets in light of the mid-term elections.
- Discover what philosophies guide Annex Wealth Management’s investment decisions.
- Learn how others view key investing concepts by participating in live, interactive polling.
- Discuss the strengths of a Core and Tactical approach in navigating the markets.