Loading Events

« All Events

  • This event has passed.

Guardians Only – Collier County

September 18 @ 12:00 pm EDT

Our guest speakers will be Andrew Hill and Jennifer Figurelli of Andrew Hill Investment Advisors. Andy and Jennifer co-founded their firm in 2010 and manage over $180 million in assets. They work closely with many guardians and have been great partners in managing clients. They are hands-on in client servicing and enjoy collaborating with other local professionals to benefit clients.

Their presentation will cover:

  • Investment Fundamentals
  • How to Protect You and Your Clients
  • Meeting Your Fiduciary Standard
  • When and Why to Partner with a Financial Advisor

Third Floor – Conference Room F

If you are a first time attendee, please let Linda know so she can welcome you!

Details

Date:
September 18
Time:
12:00 pm EDT
Event Category:

Organizer

Linda Flores
Phone
239-293-5160
Email
lflores@senioragroup.com

Venue

Fifth Third Building
999 Vanderbilt Beach Road
Naples, FL 34108 United States
+ Google Map