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Richard Block and David Robertson, from Cedar Brook Group, will present a current market update and what it means to an entrepreneur.
As a busy entrepreneur, you might not be devoting much time to analyzing the current market, and how it impacts your financial affairs. Richard and David will be covering the following during the presentation:
1. Current market update that will cover the past, present, and future trends.
2. How do entrepreneurs’ properly treat their businesses as part of their overall asset allocation?
3. Open Q & A.
$5 for non-members
Free for LaunchHouse members
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Thank you to our event sponsor, Cedar Brook Group!
Cedar Brook Group is an independent, advisor-driven, comprehensive financial planning and wealth management firm, with scale. Learn more about Cedar Brook Group by visiting their website: www.cedarbrookfinancial.com
Thank you to our presenters, Richard Block + David Robertson
Richard Block is a Partner with Cedar Brook Group. In this role, Richard provides strategic objective advice through financial planning to individuals, families and business owners. Richard’s focus is to provide his clients with TheHumanity FactorTM, which is our belief that by honoring you as the central figure in your own planning, together we can achieve unprecedented results.
David A. Robertson is a Partner with Cedar Brook Group. In this role, Mr. Robertson provides strategic financial planning advice to affluent individuals and families. Mr. Robertson focuses on providing clients with unbiased, objective advice in order to help them clarify their goals and objectives and simplify their financial lives. This often includes building a plan that takes into consideration investments, estate planning, tax strategies, wealth protection, and preservation. He is a Registered Representative with Securities America Inc. and an Investment Advisors Representative with Securities America Advisors.
Thank you to our 2017 Sponsors!
*Note: we are collecting RSVPs on multiple platforms; RSVPs here do not reflect total anticipated attendance