Local Event

Wealth And Wine

Tue, October 9, 2018 (6:00 PM - 8:00 PM)

Cost: Complimentary Wine and Food

Wealth & Wine

Why Not Have Both!

Total Wine Boca Park- 730 S Rampart Las Vegas, NV

Tuesday October 9, 2018

6:00-8:00pm

Enjoy tasting distinctive wines with artisan appetizers crafted by our favorite five star caterer, “All About Catering.”

We will share some wealth management strategies;
How Professional Investors Beat the Market and You Can Too

• What “Moneyball” can teach you about investing
• Where do stock returns come from and why you should care
• How tax smart investing can improve your return by 1%-2% per year
• How to substantially increase your cash flow during retirement
• What you need to know about “Smart Beta and Index Funds”
• How to avoid common psychological investing errors

Timothy Bock, President, Summit Portfolio Management will be your host and speaker.

Tim has been in financial services since 1980 and has had his own wealth management practice since 1984. Tim’s focus is creating optimal solutions to complex financial situations commonly faced by high net worth clients.

Summit Portfolio Management is an SEC registered, fiduciary advisor. Summit does not sell any investment or insurance products. The presentation is strictly educational.

Space is limited Reserve your seat now by clicking on the “RSVP” icon.

Tags

• Event
• wine
• Total Wine Boca Park
• Las Vegas
• Things to do in Las Vegas, NV
• Nevada Wine & Food Events
• Las Vegas Wine & Food Events