• Wealth Management - The Evolution of the Client Experience

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    Name: Wealth Management - The Evolution of the Client Experience
    Date: February 23, 2018
    Time: 8:00 AM - 9:00 AM CST
    Event Description:

    Presentation:  Wealth Management - The Evolution of the Client Experience

    Presented by: Luis Benavides of Lord Abbett, Advisor Consultant

    Hosted by: Monica Meyer, Jeremy Carver, and Josie Cotti

    When: Friday, February 23, 2018 from 8:00am - 9:00 am

    Where:  Edward Jones Office

    3686 Gulf Breeze Pkwy, Gulf Breeze, FL  32563

    Cost: Free

     

    Breakfast will be served. 

     

    The presentation will have great information regarding the markets, investor emotions and investor challenges. 

    Location:
    Edward Jones Office
    3686 Gulf Breeze Parkway
    Gulf Breeze
    Date/Time Information:
    Friday, February 23
    8-9 am
    Contact Information:
    Monica Meyer, Financial Advisor - 850-934-4151
    Send an Email
    Fees/Admission:

    Free event and breakfast will be served. 

    The presentation will have great information regarding the markets, investor emotions and investor challenges. 

     

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