Austin Education Event - Wealth Management Series: Managing Wealth in a Repressive Return Environment – a Panel Discussion

Austin Education Event – Wealth Management Series: Managing Wealth in a Repressive Return Environment – a Panel Discussion

Austin Education Event – Wealth Management Series:

TXWSW and the CFA Society of Austin presents:

Managing Wealth in a Repressive Return Environment –

a Panel Discussion

Jacqueline Mata, CFP Private Banker – Executive Director JP Morgan Private Bank

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Lisa Leonard, Vice President, True North Advisors

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Carolyn Pope, CFP, Vice President, Neuberger Berman

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Jeanie Wyatt, CFA, CEO & CIO South Texas Money Management

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Tracy Ann Miller, CEO, Red River Advisors LLC

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Wednesday, February 20th 2013
12pm – 1:30pm
The AT&T Center
The Ballroom
1900 University Avenue
Austin, TX 78705
http://www.meetattexas.com/
$45 per person including lunch, valet parking and the panel discussion.
Event is free for CFA Austin Society Members – please register on their site.

Register through TXWSW for this event –>Register through CFA Society Austin website –>

Cancellation Policy: Refunds are available if you cancel at least 8 days prior to an event, less a $5 fee to cover bank and admin charges. If it is within 7 days, you may send someone in your place.