Oswald Financial, Inc. invites you to be our guest for an educational (and fun) seminar at the Cleveland Hard Rock Rocksino. Learn about updates from Washington, D.C. regarding the regulations that can affect your plan, as well as gain insight on the rising trends in financial wellness.
John Carl | President, Retirement Learning Center; Director, PLANSPONSOR Institute
“Ahead of Retirement Trends”
Liz Davidson | CEO, Financial Finesse
Andrew J. Patterson, CFA | Senior Investment Strategist, Vanguard
“Update on the Economy”
The event will begin at 7:30 a.m. on Thurs., April 28, at the Hard Rock Rocksino at Northfield Park. Breakfast will be served and complimentary parking will be available.
To register, contact Jessica Hurley by April 21 | (email) firstname.lastname@example.org | (phone) 216.658.5006
Securities and Retirement Plan Consulting Program advisory services offered through LPL Financial, a Registered Investment Advisor, member FINRA/SIPC. Other advisory services offered through Oswald Financial, Inc., a separate entity.