Talk: The Health of Your Wealth

Join the Cape Cod 5 Wealth Management Services for The Health of Your Wealth market update.

This event will be an interactive discussion on current investment topics, including:

Economic Update: Does this expansion continue?
Stock and Bond Markets: Which is more attractive and why?
Planning and Strategy: Putting it all together

With speaker Jason Lilly, CFA, CFP and facilitator Rich DeWitt, CWS.

RSVP to Lisa LaBrecque (wms@capecodfive.com) by May 1.

Monday, May 6 at 5:30pm to 7:30pm

Martha's Vineyard Museum
151 Lagoon Pond Road, Vineyard Haven, MA 02568

Event Type

Speaker/Panel

Website

http://capecodfive.com

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