Wealth Management, Financial Planning, and the Economy @ Running Point Capital
Hosted by Running Point co-founder and Sloan MBA, Michael Ashley Schulman, CFA
6-6:30 PM - Check-in
6:30-8 PM: Talks on Wealth Management through protective Trust and Estate Planning, Tax Optimization (especially for creating and selling a business), and current Investment and Macroeconomic landscape by Running Point Capital partners and staff. Q&A with the audience is strongly encouraged throughout the talks.
8-8:30 PM: Open networking
Pizza, Salad Soft Drinks & Beers will be provided
Parking: Please feel free to use the parking garage of the building - it will be covered by Running Point Capital
Disclosure: The opinions expressed are those of Running Point Capital Advisors, LLC (Running Point) and are subject to change without notice. The opinions referenced are as of the date of publication, may be modified due to changes in the market or economic conditions, and may not necessarily come to pass. Past performance is not indicative of future results. Forward-looking statements cannot be guaranteed. Running Point is an investment adviser registered with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. More information about Running Point’s investment advisory services and fees can be found in its Form ADV Part 2, which is available upon request. RP-24-22