Presentations & Press
Arbor Wealth Advisors to Address Ireland’s Trinity College
Margaret R. McDowell, ChFC®, AIF® and Patrick R. McDowell, CFP®, AIF® will address graduate students in the School of Business at Trinity College in Dublin, Ireland at the McNeill Theatre on the Trinity campus on Monday, March 13th. Established in 1592, Trinity College is widely renowned as one of Europe’s leading universities.
Ms. McDowell, ChFC®, AIF® will deliver Part I of the presentation, entitled “Client Service is Key: Building an Investment Advisory Firm.” Patrick McDowell, CFP®, AIF® will present Part II, entitled “Modern Strategies in Portfolio Management and Asset Allocation.”
“Our education as investment advisors and financial planners is a continuous process,” Ms. McDowell says. “The presentation is a special opportunity for Arbor Wealth advisors to interact with European economists and academicians, to gain a feeling for the future of the EU, to study business models and entrepreneurial trends there and to learn more about the global economy.”
“Preparing Your Portfolio for 2017”
Featuring syndicated economic columnist and firm founder Margaret R. McDowell, ChFC®, AIF®
Arbor Wealth Conference Room
8955 Emerald Coast Parkway, Suite 104
Miramar Beach, FL 32550
Wednesday, March 29th at 10:00 AM and at 5:30 PM
Rising interest rates, a strong dollar, a new administration, an aging bull market, and European elections. How will these events impact your investments? Is your portfolio ready?
Please call 850-608-6121 or email firstname.lastname@example.org to reserve seating. Refreshments will be served.
To read investment team member Patrick R. McDowell’s, CFP®, AIF®, latest Global Glimpse Report, please click on the link below.
Margaret R. McDowell, ChFC®, AIF®, is a syndicated economic columnist who is currently featured in 26 newspapers in Florida, Alabama and Georgia. To read her latest columns, please click on any of the titles below.
Arbor Wealth advisors have been interviewed and quoted by The Wall Street Journal, Bloomberg, Reuters, Investment News Magazine, Dow Jones Newswires and Money Magazine.