2023 March Monthly Membership Luncheon
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!
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'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.
Come enjoy another delicious lunch provided by Above and Beyond Catering, and learn more about Eric, as well as DIVVI Wealth Management and finances!
The more you learn, the more you earn!
Come enjoy another delicious lunch provided by Above and Beyond Catering, and learn more about Eric, as well as DIVVI Wealth Management and finances!
The more you learn, the more you earn!
Date and Time
Thursday Mar 23, 2023
11:30 AM - 1:00 PM CDT
Location
The Pavilion
@ iWerx NKC
1520 Clay St.
North Kansas City, Mo.
64116
Fees/Admission
$25 - Members
$35 - Non-Members
Registration ends at Noon Tuesday, March 21st.
Contact Information
Alexis Brown
Events & Member Services Coordinator
(816) 472-7700
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