Tim Russell, CLU, ChFC - Wealth Advisor and Founder of Valley Oak Wealth Management will analyze the events that took place in the financial markets for the first half of 2013. Hear his ideas, and what other experts are saying, on how those events will unfold, and might impact the remainder of the year.
A bountiful reception featuring Fogline Vineyards wine tasting and delicious hot and cold hor d'oeurves follows the 4 pm Half-Time Report and preceeds the 6:15 Half-Time Report. The Half-Time Report will be about an hour long.
Please join us at this great location -- the Marin Country Club it will be a wonderful event!
Call (415) 898-4439 with any questions or comments.
When & Where
Valley Oak Wealth Management offers a uniquely personal and fresh approach -- we ask, we listen, we respond. This one-hour briefing is designed to provide the essential, up-to-the-minute, information for our clients and friends of the firm. Morning and afternoon sessions.
www.ValleyOakWM.com Visit for news & photos of events.