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

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

DFW Education Event – Wealth Management Series:

TXWSW and the CFA Society of Dallas presents:

Managing Wealth in a Repressive Return Environment –

a Panel Discussion

Lisa Leonard, Vice President, True North Advisors

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Erin Botsford, CFP, CRPC, Founder & CEO The Botsford Group

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George E. Seay, III, CFA CEO, Annandale Capital

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Dotti Reeder, Managing Director, JP Morgan

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Carolyn Pope, CFP, Vice President, Neuberger Berman

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Tuesday, February 19th 2013
12pm – 1:30pm
The Crescent Club
200 Crescent Court, 17th floor
Dallas, TX
$35 per person including lunch and the panel discussion.
Event is $25 for CFA Dallas Society Members – please register on their site.

Register through TXWSW for this event –>Register through CFA Dallas Society 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.