The Financial Forum welcomes Clay Smudsky on March 28th at 3 PM to the Fireside Room at Gateway Clubhouse. His topic will be "Time to Bond: Fixed Income Investing Today.” Clay received his MBA from the University of San Francisco. Clay has worked for Shares Post Financial, Edge Distribution Partners, Gemmer Asset Management, and Morgan Creek Capital. He currently is the Rossmoor financial advisor for Edward Jones on Tice Valley Blvd. He believes it’s important to give back to the community and serves on the board of Hamilton Families, a non-profit that helps families in the Bay Area facing homelessness.
The mission of the Financial Forum is to provide the educational tools for our members to make informed decisions regarding investments, estate plans, retirement income, and all other asset holdings. This event is open to all members of the Financial Forum. Light refreshments will be served. Please register by clicking the register button. For more information on the speaker or on how to become a member, please contact Joe Hoffman at 925-954-7912