We invite you and a guest to an in-person luncheon. This special event, our first major gathering in years, offers a chance to reflect on last year’s financial developments and explore opportunities for 2025. Enjoy a sit-down luncheon with presentations by industry leaders Daniel Miller, CIMA®, Vice President at PIMCO, and Mick McCreesh, Senior Vice President at Capital Group | American Funds.
Hopefully, you can attend this informative luncheon. Also, you are welcome to invite a guest.
Harry Keller CFP®, ChFC, CLU, MBA CEO | Senior Financial Advisor
Securities offered through Cetera Advisor Networks LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisors, LLC, a registered investment advisor. Cetera is under separate ownership from any other named entity. Advisory services may only be offered by investment advisor representatives in conjunction with an advisor services agreement and disclosure brochure as provided. 1495 Alan Wood Road, Suite 100, Conshohocken, PA 19428 610.825.5521.
