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The Financial Forum welcomes Mariner Wealth Advisors to the Fireside Room at 10 AM on Friday March 14th. Their topic will be: “Alternative Investment Solutions That Seek to Generate Income and Manage Risk”.
The speakers will be Taylor Hindle, Senior Wealth Consultant, Dan Pease, Director and Senior Wealth Advisor, Phil Quitoriano, Senior Wealth Advisor, Matt Taub, Senior Wealth Advisor, and Jeremy Moniz, Wealth Advisor. All have the designation Certified Financial Planner.
The Financial Forum is a 501(C)3 whose mission is to educate our members on all financial matters, including insurance, real estate, wealth management, estate planning, long-term health care, fraud prevention, and identity theft. Donations are welcomed and greatly appreciated. Ming Chen of Charles Schwab will be providing a continental breakfast. To make reservations, please press the Register button. For more information on the speakers or how to become a member, please call Joe Hoffman at 925-954-7912.
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