Date:
Wednesday, January 15, 2020
Time:
6:00PM-8:30PM
Wednesday, January 15 2020
CANCELLED - How to Find the Right Financial Adviser & Achieve Your Financial Goals
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NY NATAS Members are invited to attend this informative event:
How to Find the Right
Financial Adviser &
Achieve Your Financial Goals
We are pleased to offer our esteemed members an opportunity to gain insight on important and relevant financial information to assist them with their financial planning.
This seminar will cover:
How a Financial Adviser can add value
How to choose an advisor
Why choosing the right advisor is so important
5 Key strategies for Financial Planning
How to achieve your goals
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Speakers:
Ms. Michelle Tran/Harness Wealth, Head of Business Devlopment
Mr. Jonathan Ferguson/Alexandria Capital, Managing Partner, Co-CIO
Event Schedule:
6:00pm-6:30pm ~ Networking & Snacks
6:30pm-8:00pm ~ Seminar
8:00-8:30pm ~ Q & A Session
Location:
NY NATAS, 450 7th Avenue - Suite 808, New York, NY 10123
RSVP:
Kindly provide your full name, email address, and your Membership# for verfication purposes by 6pm Tuesday, January 14, 2020.
IMPORTANT NOTE:
The information provided is provided by Harness Wealth, LLC. and Alexandria Capital (the "Firms") for informational purposes only.Investing involves the risk of loss and investors should be prepared to bear potential losses.
No portion of this event is to be construed as a solicitation to buy or sell a security or the provision of personalized investment, tax or legal advice.
Certain information contained in this presentation is derived from sources that Harness Wealth and Alexandria Capital believe to be reliable; however, the Firms nor the National Academy of Television Arts & Science, New York Chapter ("NY NATAS") and its Board of Governors, Officers, Staff, and members do not guarantee the accuracy or timeliness of such information and assumes no liability for any resulting damages.
In addition, this event is for informational purposes only and NY NATAS does not support, sponsor or endorse the Firms or information provided at the event.
Harness Wealth, LLC and Alexandria Capital are SEC-registered investment advisers. For information about the Firms' registration status and business operations, please consult the Firm’s Form ADV disclosure documents, the most recent versions of which are available on the SEC’s Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov.
Learn more about Harness Wealth at www.harnesswealth.com and Alexandria Wealth at https://www.flipsnack.com/alexandriacapital/ac_corporate-brochure_12312019/full-view.html.