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

    Home Event Dallas 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

    By | Dallas, Education, Event, Past | Comments are Closed | | 0

    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
     learn more →

    Erin Botsford, CFP, CRPC, Founder & CEO The Botsford Group
     learn more →

    George E. Seay, III, CFA CEO, Annandale Capital
     learn more →

    Dotti Reeder, Managing Director, JP Morgan
     learn more →

    Carolyn Pope, CFP, Vice President, Neuberger Berman
     learn more →

     

    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 –>

     

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