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.
Marie Theilade, ADPA (Accredited Domestic Partnership Advisor), CRPC (Chartered Retirement Planning Counselor), Senior Financial Advisor and Portfolio Manager for Merrill Lynch will address questions of Investing for Seniors. “Impact Investing: Align (Your) Wealth with Purpose” is the title of her presentation. Come and hear Marie as she focuses on reviewing personalized Wealth Management Analysis and other very relevant and important questions.
Interested Oakmont residents are invited to attend the next regular meeting which is Friday, August 16, 10:00am to 11:30am, Room B, Central Activities Center. For the rest of the year 2019 our meetings will be held on the third Friday of the month. The auxiliary group meets at 10:00 at the Omqua Bank, one week after the regular meeting (8/23/19). For further information contact Dave White (email@example.com).