Benefits & Challenges of Asset Consolidation (CFP Session)
Date: Wednesday, October 19, 2016
Time: 7:45am - 9:00am
Location: Hilton Garden Inn
Speaker: Jaakko Kasko & Mike Damschroder
The event will begin with networking at 7:45am on Wednesday October 19th at the Hilton Garden Inn in Benton Harbor. The presentation will be from 8:00am-9:00am and breakfast will be provided.
In response to the membership survey conducted the session will be about the Benefits (& Challenges) of Asset Consolidation. The presentation will include a membership discussion format and be led by Jaakko Kasko and Mike Damschroder.
Jaakko is a CFP & Wealth Manager at Dodds Wealth Management. Mike Damschroder is also a CFP & Financial Advisor for Northwestern Mutual Financial Network. Both Jaakko & Mike also serve of the board of the SWMEPC.
Please RSVP by 10/14 to provide an accurate count for breakfast. In addition, the fee for guests will be $10.
Related Document(s):
