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Denver – Market Workshop with John Deardorff CFP®, MBA

October 14 @ 6:00 pm - 7:30 pm

Participate in a Wealth Management Workshop with the Compak Team led by

John Deardorff

Compak Senior Vice President of Wealth Management, CFP®, MBA

The workshop agenda includes:

How to develop a plan for a successful retirement

Compak’s 4th Quarter 2021 outlook for inflation, bonds, stocks and real estate

Ideas for developing a tax efficient wealth management strategy including capital gain and estate tax

Seats are limited and registration is required.  To register please call John Deardorff at (949) 679-2516 by Tuesday October 5th .

Workshop is most beneficial for clients with over $250,000 in investable/invested assets.

Details

Date:
October 14
Time:
6:00 pm - 7:30 pm

Venue

Denver

Organizer

Moe Ansari
Phone:
1-800-388-9700
Email:
investments@compak.com
Website:
www.compak.com

Register

Register Now

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