Local Event
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
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.
Hosted by
T Bock
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