The Future of Wealth Management (Needham Event)

Join us for an insightful presentation for financial advisors and high net worth individuals.

Topic: "The Future of Wealth Management is Here"
Featuring: David Purdy, Senior Portfolio Manager
Details: Oct 6 @ Needham Golf Club

Guided Tour of Modern Finance | Access Sophisticated Products & Services

What You'll Learn:
• About advanced quantitative portfolio management techniques
• Where optimization tools can expand your services
• How custom integration produces cost-effective solutions
• Why the Beta Wealth Group® O-CIO model is optimal

🎯 REGISTER: https://mailchi.mp/betawealthgroup/presentations-2025

Limited seating for quality discussion.
Refreshments and hors d'oeuvres will be served.

For questions: (858) 207-3377 | betawealthgroup.com

You may also like the following events from Beta Wealth Group:

• Next month, 7th October, 05:00 pm, The Future of Wealth Management (Andover Event) in Andover
• Next month, 8th October, 05:00 pm, The Future of Wealth Management (Pawtucket Event) in Pawtucket

Also check out other Sports events in Needham.