Part 1 = Market Update, Analysis & Commentary
Topics include: updates on Federal Reserve policies, interest rates, market metrics, economic indicators, market themes and outlook
Part 2 = Investor Alert: Bond Buyers Beware
Topics include: identifying and managing the potential risks associated with bond and fixed-income investments, how rising interest rates affect bond & fixed income portfolios, strategies to help mitigate these risks.
7:45 – Breakfast
8-10 – Announcements and Speaker presentation
Registeration ends Tuesday September 17. Register soon, space is limited
Willow Oaks Country Club
6228 Forest Hill Avenue
Richmond, VA 23225
James E. Davidson Jr., CFP®, AIF®
Vice President- Investments
Davenport & Company, LLC
As a Certified Financial PlannerTM practitioner and Accredited Investment Fiduciary, Mr. Davidson provides financial guidance for individuals and families throughout important life events, including: funding college education, navigating career & family-life changes, preparing for retirement and estate settlement.
In addition, he works closely with small business owners, 501(c)(3) organizations, foundations and endowment funds in the areas of portfolio & risk management, designing and managing qualified retirement plans, key-person insurance solutions and succession planning.
With over 13 years of industry experience, Mr. Davidson is Series 7, 63 and 66 registered with the Financial Industry Regulatory Authority (FINRA), is licensed to provide insurance and annuities, completed all course work required to earn the Certified Financial Planner™ designation in 2006, and obtained the Accredited Investment Fiduciary designation in 2012.
Questions: firstname.lastname@example.org Chapter Vice President & Programs Chair
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