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DTSTART:20230323T163000Z
DTEND:20230323T180000Z
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SUMMARY:2023 March Monthly Membership Luncheon
DESCRIPTION:This months featured speaker is Eric Blattner from DIVVI Wealth Management! Eric joined DIVVI in 2022. In addition to working with individuals and families to plan and manage investment portfolios\, he is also responsible for leading the DWM Investment Committee. Eric is a Chartered Financial Analyst (CFA)\, a Certified Financial Planner Practitioner (CFP )\, a Certified Investment Management Analyst (CIMA )\, and a Fundamentals of Sustainable Accounting credential holder. He is also a member of the CFA Institute\, the CFA Society of Kansas City\, and the Financial Planning Association (FPA) of Greater Kansas City. He has his B.S. in Accounting and Finance with a minor in Economics from Kansas State University!\n\n \n\nJoin us as Eric discusses inflation\, markets and Secure Act 2.0. 2022 saw inflation hit its highest levels in four decades\, putting pressure on stock\, bond and real estate prices. He will be sharing some recent observations regarding inflation and its impact on savers and investors. He'll also discuss some unique retirement and tax planning opportunities for individuals\, families and businesses introduced in the Secure Act 2.0\, which was passed by Congress last December.\n\n\n\nCome enjoy another delicious lunch provided by Above and Beyond Catering\, and learn more about Eric\, as well as DIVVI Wealth Management and finances!\n\nThe more you learn\, the more you earn!
X-ALT-DESC;FMTTYPE=text/html:<div><a href="https://myemail.constantcontact.com/-The-More-You-Learn--The-More-You-Earn--.html?soid=1101548699150&amp\;aid=8YIPXJAByGY"><img alt="" height="325" src="https://chambermaster.blob.core.windows.net/userfiles/UserFiles/chambers/211/Image/MarchLuncheonBanner.png" style="width: 650px\; height: 325px\;" width="650" /></a></div>\n&nbsp\;\n\n<div align="center" style="text-align: center\;"><span style="color: rgb(26\, 33\, 26)\; font-size: 14px\;">This months featured speaker is Eric Blattner from DIVVI Wealth Management! Eric joined DIVVI in 2022. In addition to working with individuals and families to plan and manage investment portfolios\, he is also responsible for leading the DWM Investment Committee. Eric is a Chartered Financial Analyst (CFA)\, a Certified Financial Planner Practitioner (CFP</span><span style="color: rgb(26\, 33\, 26)\; font-size: 14px\;">&reg\;</span><span style="color: rgb(26\, 33\, 26)\; font-size: 14px\;">)\, a Certified Investment Management Analyst (CIMA</span><span style="color: rgb(26\, 33\, 26)\; font-size: 14px\;">&reg\;</span><span style="color: rgb(26\, 33\, 26)\; font-size: 14px\;">)\, and a Fundamentals of Sustainable Accounting credential holder. He is also a member of the CFA Institute\, the CFA Society of Kansas City\, and the Financial Planning Association (FPA) of Greater Kansas City. He has his B.S. in Accounting and Finance with a minor in Economics from Kansas State University!</span></div>\n\n<div align="center" style="text-align: center\;">&nbsp\;</div>\n\n<div align="center" style="text-align: center\;"><span style="font-size:14px\;"><span style="font-family:arial\;"><span style="color: rgb(39\, 86\, 39)\;">Join us as Eric discusses inflation\, markets and Secure Act 2.0. 2022 saw inflation hit its highest levels in four decades\, putting pressure on stock\, bond and real estate prices. He will be sharing some recent observations regarding inflation and its impact on savers and investors. He&#39\;ll also discuss some unique retirement and tax planning opportunities for individuals\, families and businesses introduced in the Secure Act 2.0\, which was passed by Congress last December.</span></span></span><br />\n<br />\n<span style="font-size:14px\;"><span style="font-family:arial\;">Come enjoy another delicious lunch provided by <a href="https://aboveandbeyondcateringkc.com/">Above and Beyond Catering</a>\, and learn more about Eric\, as well as <a href="https://www.divviwealth.com/">DIVVI Wealth Management</a> and finances!<br />\n<span style="color:#008000\;"><strong>The more you learn\, the more you earn!</strong></span></span></span></div>\n
LOCATION:The Pavilion @ iWerx NKC 1520 Clay St. North Kansas City\, Mo. 64116
UID:e.211.5821
SEQUENCE:3
DTSTAMP:20260411T193259Z
URL:https://members.nkcbusinesscouncil.com/events/details/2023-march-monthly-membership-luncheon-5821
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