You and a guest are cordially invited to a special event!
Michael McClary, Chief Investment Officer for Valmark Advisers, Inc. and Lead Portfolio Manager for The Optimized Portfolio System (TOPS) will be our guest speaker for this spring event! Michael, entertaining and engaging, will provide important insights on the topic of “What to expect in the way of new legislation and policies from the Trump administration” and perhaps more importantly, how investment portfolios need to be positioned.
Michael will focus on current topics impacting investment strategies for both retirees and pre-retirees. Please keep this in mind as you think about whom to invite as your guest.
We are providing two opportunities on May 17th – Please choose the one most convenient for you.
Cooper Creek Event Center
4040 Cooper Road, Blue Ash, Ohio 45241
(corner of Cooper and Plainfield)
11:30 AM – 1:00 PM
5:00 – 6:00 PM Appetizers and Drinks
6:00 – 7:00 PM Guest Speaker
Please R.S.V.P. to Steve Read at 513-605-2500 ext. 214 or firstname.lastname@example.org
by May 11th, 2017.