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Compelling Wealth Management Conversations

Jul 12, 2016

At this months lunch and learn we will be discussing ways to handle wealth management. Vice President, Senior Advisor Consultant, Dan Petter from Oppenheimer Funds will be our special guest. Some topics that will be covered:

-Perspectives to keep investors "buckled in" and on course during uncertain times.
-Providing a framework to help identify current opportunities in the market.
-Debunking myths and misconceptions of investing.

Thursday, July 21st
12-1:00 PM
R.I.A. Federal Credit Union Milan Branch
4343 Utica Ridge Rd.
Bettendorf, IA 52722
Lunch will be served

This workshop is complimentary. Refreshments will be provided. Friends and family are welcome to attend. To reserve space, call 1-800-396-5787 or email Tami. Space is limited!

Not a credit union deposit or obligation. Not guaranteed by an credit union. Not NCUA-insured. Not insured by any government agency. May go down in value.

Troy Sheets and Dan Turnmeyer are Registered Representatives and offers securities and investment advisory services offered through MML Investors Services LLC, Member SIPC (www.sipc.org). Supervisory office: 5550 Wild Rose Lane Suite 100, West Des Moines, IA 50266. (515) 223-6277. R.I.A. FCU is not a subsidiary or affiliated with MML Investors Services, LLC or its affiliated companies. CRN201512-178778


     

R.I.A.'s Vision

R.I.A. Federal Credit Union is a progressive, member-owned cooperative whose purpose is to satisfy the financial needs of its members by providing high quality products and services that support the safety and soundness of the credit union.

Media Contact

Jake Ward
VP Marketing
563.355.3800 Ext 7004
Email Jake Ward

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