Whether you're planning for retirement or already enjoying retirement, this meeting is a great opportunity to connect with fellow finance professionals and discuss today's investment landscape.
Our featured speaker, Noel Hamilton, Wealth Management Advisor at Fifth Third Bank, an FEI Orange County Strategic Partner, will share insights into investment strategies he uses with private clients, including trading strategies, tax-loss harvesting while tracking the S&P 500, and qualified investment trading. With more than 20 years of experience in wealth management and financial advisory services, Noel brings a wealth of knowledge and practical perspectives to the conversation.
Following the presentation, we'll continue the discussion over lunch, providing an opportunity to exchange ideas, ask questions, and network with fellow finance professionals.
Please note: This event is open to Members only. Attendees who choose to join us for lunch are responsible for purchasing their own meal from the restaurant's menu.
Seating is limited, so we encourage you to register early to reserve your spot.