January Lunch & Learn

Loading Map....

Date/Time
Date(s) - 01/18/2018
11:45 am - 1:00 pm

Location
A+ Federal Credit Union

Category(ies)


 

The January Lunch & Learn will be hosted by A+ Federal Credit Union.  The speaker will be Financial Advisor Eric Lindner from SWBC.  He will be speaking about:  Why Invest?  Investment Basics, Asset Classes, Global Markets, Asset Allocation, Investment Strategies and Why Invest Now?

Eric began his Financial Advisor career at Morgan Stanley Smith Barney, which he joined shortly after retiring from his career at IBM in 2009.

As a long time retail investor and client himself, Eric Has experienced the many market fluctuations that have occurred since the early eighties, including the 1987 Black Monday, the Dotcom Crash, and the 2008 Financial Meltdown.  Eric calls on these past experiences as he guides new and younger investors in how to thrive in the markets yet to come.

Eric is currently with SWBC Investment Services, a San Antonio, Texas based broker dealer which specializes in partnering with credit unions and other financial institutions.

RSVP: Registration is required. This luncheon is free for GKYP members and only $5 for non-members.  Please click here to register.

Questions? Please contact our Professional Development Chair, Phillip Bowman, at pbowman@extracobanks.com.