The access to decision makers, strong networking, stellar educational opportunities and enhanced visibility for our bank, makes NAIOP the top organization for our needs.

- Tim Himstreet
  Pacific Premier Bank

 

 

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Event Details

Event Name:
DL Lunch & Learn Series

Event Date:
04/17/2018

Event Details:

with your mind on your money and your money on your mind...

In the words of the great "financial advisor", Snoop Dogg ‘with my mind on my money and my money on my mind', NAIOP DL and WestPac Wealth Partners bring you the much-requested Finances 101 Lunch and Learn. The session will be led by Will Hage and Stephen Kelly, who are Registered Representatives and Financial Advisors at WestPac Wealth Partners. In this session, they will provide financial guidelines for appropriate savings rates, understanding liquidity, living debt free, and understanding risk vs. rate of return. 

Don't miss this presentation from WestPac Wealth Partners. To get the most out of the session, please come prepared with questions for Will and Stephen. They are willing to answer almost anything! WestPac will also be providing a wealth calculator log-in for those that attend. 

Tuesday, April 17, 2018
11:45 am Check-in & Lunch
12:00pm Presentation
1:00 pm Conclusion
at the Executive Square Conf Center

register by April 13th:



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