11/1/2018 Invest OAK

Our goal is to advance members’ knowledge and understanding of investment options and strategies for retirement. Membership experience ranges all the way from investment novice through those who have had a professional career in the financial world. There is no actual monetary aspect to the club’s activities. Active member participation is encouraged.
The main topic will be: Wealth Transfer, Part II: A continuation of Ylisa Sanford’s, CFP presentation by the InvestOAK members.
 
Interested Oakmont residents are invited to attend the next meeting which is Friday, November 9, 10:00am to 11:30am, Room B, Central Activities Center. For further information contact Dave White (dwhite747@hotmail.com).

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