Date Change: November 7th, The FREE Wealth Management Symposium is brought to you by Neumiller & Beardslee and Intersect Capital. Gain expert insight and industry guidance from our series of esteemed speakers.
Brookside Golf & Country Club
3603 Saint Andrews Drive
Stockton, CA 95219
Breakfast at 8:00 am
Program 8:30 am – 10:00 am
Master of Ceremonies:
Rick Paulsen, NY Life, National Speaker, Victory Everyday
Opening Remarks:
Devin Blodgett, Intersect Capital, Wealth Advisor and Certified Financial Planner
Joe Lum, Intersect Capital, Wealth Advisor and Certified Financial Planner
Speakers:
Anthony Despotes, Neumiller & Beardslee, Attorney at Law
Daryl Clements, Alliance Bernstein, Senior Portfolio Manager