Investor Education Day
Annually we gather members of the Altavista community for dinner and educational presentations. It is an enjoyable and informative evening with pertinent topics, dinner and drinks. Previous years have included discussions on the market and economic outlook, portfolio strategies, the use of alternatives in your portfolio, and tax updates from local CPAs. This fall we are excited to host segments on philanthropic planning as well as the global economy and markets.
Tuesday October 4, 2016 from 5-8 pm
Our neighbor in the Asheville office and President of The Community Foundation of Western North Carolina (CFWNC), Elizabeth Brazas, will be speaking about the role of a community foundation in the community and integrating philanthropy into client’s overall financial plans. The CFWNC, The Community Foundation of Henderson County, as well as the Foundation for the Carolinas in Charlotte, are strategic partners for Altavista clients with philanthropic objectives.
We are happy to welcome Jeff Klientop to Asheville, the Chief Global Investment Strategist at Charles Schwab, to speak with us about current policies driving the global markets. Kleintop is a nationally recognized thought leader frequently seen on The Wall Street Journal, The New York Times, Barron’s and Financial Times, and he is a regular guest on high profile news networks including CNBC, Bloomberg, Fox Business News, PBS and ABC News.
Kleintop has been cited in The Wall Street Journal as one of “Wall Street’s best and brightest,” and he has been a featured or keynote speaker at dozens of industry events annually including the Barron’s Top Financial Advisor Summit and the Financial Planning Association annual conference. He is active on twitter and often posts charts and commentaries there. Click to see some of Jeff’s recent appearances on Bloomberg, CNBC and the Charles Schwab YouTube Channel.
Click on this video to hear CFWNC fundholders, local area nonprofits and staff share the passions that drive them.
Click on this video to learn more about the roles and operations of the Community Foundation of Western North Carolina