Michael Tomaw & Brett Christensen, the University Advisory Group of SVA Plumb Financial, invite you to join us for this complimentary education event.
Michael Tomaw Brett Christensen, JD, CFP®
Wealth Relationship Manager Wealth Manager
The Evening Includes:
Our experts will present, for university professionals, a summary of 2016 market performance and the financial outlook for 2017.
Tom Plumb, CFA Tim O'Brien, MBA, CFA
President & CEO Principal
Investing With Impact
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.
Teresa Brooks, MBA, CFP®
4:30pm - 5:00pm | Registration, Hors d'oeuvres & Beverages
5:00pm - 6:00pm | Presentation and Q&A
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 email@example.com