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Join us for an insightful presentation for financial advisors and high net worth individuals.Topic: "The Future of Wealth Management is Here"
Featuring: David Purdy, Senior Portfolio Manager
Details: October 8 @ Pawtucket Country Club
Guided Tour of Modern Finance | Access Sophisticated Products & Services
What You'll Learn:
• About advanced quantitative portfolio management techniques
• Where optimization tools can expand your services
• How custom integration produces cost-effective solutions
• Why the Beta Wealth Group® O-CIO model is optimal
🎯 REGISTER: https://mailchi.mp/betawealthgroup/presentations-2025
Limited seating for quality discussion.
Refreshments and hors d'oeuvres will be served.
For questions: (858) 207-3377 | betawealthgroup.com
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Event Venue & Nearby Stays
Pawtucket Country Club, 900 Armistice Blvd, Pawtucket, RI 02861-3322, United States
Tickets
