Turns in the Road
1830 Epping Forest Drive
Jacksonville FL 32217
Check In & Cocktails 5:30pm - Terrace
Dinner 6:15pm
Speaker and Program 7:00pm
- RSVP below, members attend free, be sure to select no charge.
- Please indicate any dietary needs or restrictions in the registration below.
- Guests must pay $125 online via credit card prior to the event.
The program will cover macroeconomics and market strategy, market transitions, rate & inflation trends as well as maintaining a long-term perspective amid volatility and election cycles.
About our speaker:
Paul is a Vice President who works with financial professionals to help them implement Unit Investment Trusts, Mutual Funds and Exchange-Traded Funds into their practice.
He has over 20 years in the financial services industry and works closely with each financial professional to provide him or her with industry-leading economic and market commentary, portfolio analysis and practice management consulting. Paul delivers economic data to financial professionals to help them build portfolios for each client.
Previously, Paul was at Van Kampen and Invesco where he specialized in Mutual Funds and Unit Investment Trusts. Paul is a graduate of Loras College where he earned a degree in Mathematics and in Education.
