Financial Planning Club

Please help us promote this great meeting on Managing Portfolios.  The Financial Planning Club has invited in three outstanding Portfolio Managers to attend this forum right after break.  We appreciate your assistance in promoting this event!  EVERYONE is welcome.


Interested in Wealth Management?

All are welcome at FPC meetings!

 Upcoming Events

  • Portfolio Manager Forum
    • Features 3 portfolio managers from Kovitz Investment Group, Exemplar Financial Services, and Morgan Stanley Smith Barney
    • Thursday, November 29th from 4-5:30 PM in the Monsanto Room (bottom floor of the ACES Library)
    • Professional Dress

Questions? Contact:

fpc flyer 11-11-12