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