Presentations & Press
“Creating a Portfolio Paycheck”
Thursday, June 8th at 11 AM to 1:30 PM
Montgomery Country Club, Montgomery, AL
Join us for a complimentary lunch and presentation by syndicated and Montgomery Advertiser economic columnist Margaret R. McDowell, ChFC®, AIF® and the Arbor Wealth Management Team. In a low interest rate world, creating income from investments is a challenge for many investors. The presentation will feature portfolio management strategies that aim to create consistent income without sacrificing growth potential.
Ms. McDowell founded the first fee-only, fiduciary investment advisory team in the Destin, FL area 17 years ago and has 23 years’ experience in all facets of portfolio management, financial and retirement planning. RSVP: Please call Arbor Wealth Management at 850-608-6121 to reserve seating. Space is limited to the first 50 reservations.
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 25 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.