Market Update & Investing With Impact

Date: April 25, 2017
Time: 4:30PM - 6:00PM CST
Location:
  • The Commons Hotel
  • 615 Washington Avenue SE
  • Minneapolis, MN 55414

Event Details:


Michael Tomaw & Brett Christensen, the University Advisory Group of SVA Plumb Financial, invite you to join us for this complimentary education event.

Tomaw                               Christensen
Michael Tomaw                                                Brett Christensen, JD, CFP®
Wealth Relationship Manager                            Wealth Manager


The Evening Includes:



Market Update 

Our experts will present, for university professionals, a summary of 2016 market performance and the financial outlook for 2017.


Presented by:

Plumb                                OBrien
Tom Plumb, CFA                                                 Tim O'Brien, MBA, CFA
President & CEO                                                 Principal

Investing With Impact        SRI_Logo

For university professionals who want to achieve both social good and competitive returns, Impact Investing is an option to consider. You will discover how your personal investments can go beyond a return on investment and provide a positive impact in areas you care the most about. 


Presented by:


Brooks
Teresa Brooks, MBA, CFP®
Portfolio Manager



Schedule

4:30pm - 5:00pm | Registration, Hors d'oeuvres & Beverages
5:00pm - 6:00pm | Presentation and Q&A

Cost

Complimentary

Seating is limited for this event, please RSVP by April 21, 2017.

To register, click the button below or contact Kristen Heck at 608-826-2519 or heckk@svaplumb.com.
 
 

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