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  • Speaker: Megan Thompson

Speaker: Megan Thompson

  • February 23, 2021
  • 3:00 PM
  • Webinar
  • 15


Registration is closed

The Financial Forum welcomes Megan Thompson of the Sladek Thompson Wealth Management Group in Walnut Group on February 23rd at 3:00 P.M. Her webinar topic will be “Seeing through the forest…What is really going on in the market? Why does it keep going up and up and what do we see going forward.”

Megan Thompson, Senior Financial Advisor,  First Vice President, began her financial services career in 2006. She is a partner with The Sladek Thompson Wealth Management Group in Walnut Creek, CA. As a Senior Financial Advisor Megan assists clients by managing their individual wealth through multiple and complex market cycles while helping to meet their individual needs. Megan is a frequent and sought after speaker on investment planning for retirement which has been a primary business focus for Megan and her team for decades. Megan focuses on delivering a comprehensive approach to managing wealth that begins with listening to a client's needs and helps to ensure every strategy is grounded in understanding what each client wants to achieve.

Megan has been named to Forbes’ “Top Women Wealth Advisors" list in May 2020. Her team was named to Forbes’ “Best-in-State Wealth Advisors List” in 2018-2020.

This webinar is open to all current members of the Financial Forum at no charge. To attend the event, please click on the register button. Details on accessing the webinar will be furnished prior to the event for all registrants. For more information on the speakers or to become a member, please contact Joe Hoffman at 925-954-7912.

Rossmoor Financial Forum - 1001 Golden Rain Rd - Walnut Creek, CA 94595

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