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Orange County Chapter Meeting - 2018 Recap and 2019 Outlook
Orange County - Costa Mesa Country Club
1701 Golf Course Drive
Costa Mesa, California 92626
United States
Wednesday, January 30, 2019, 8:00 AM - 9:30 AM PST
Category: Chapter Meetings

Meeting Title:
2018 Recap and 2019 Outlook
The presentation will describe Oppenheimer Funds recap for 2018 and an outlook for 2019.

Speaker's Name:
William Wood, CFP
Founder & Managing Partner

Daniel Koblin, CRPC AIF
Founder & Managing Partner

Daniel Melehan, CIMA
Senior Advisor Consultant

CEU:
Estate: 1.0

MCLE:
Estate: 1.0


 Click Here to Register


Cost:
Member: $20
Non-Members: $30

Food will be served:
Continental Breakfast

Who Is this Event for:
Beginning to Intermediate


 AGENDA

  1. Call To Order - 5 minutes (includes allowance for obtaining breakfast)

  2. Introductions – 5 minutes

  3. Approve Minutes of November 6, 2018, Meeting - 2 minutes

  4. Treasurer's Report and Approval - 3 minutes

  5. Announcements - 5 minutes

  6. Introduce Speakers: Introduce Bill Wood and Dan Koblin of Continuum Consulting Group & Dan Melehan of Oppenheimer Funds - 5 minutes

  7. Presentation: 60 minutes (includes Q&A)

  8. Motion To Adjourn 10 minutes (includes collection of evaluation forms)
    Attendance Forms

    Evaluation Forms


Contact: Laura Lane - [email protected] - 714.662.3000