Economic and Investment Outlook for 2019
Welcome to the EPCSAC, the association of choice for estate planning professionals.Our next meeting is Thursday, November 8 with Richard Milton (see his bio below), presenting his Economic and Investment Outlook for 2019. Please join our group now to take advantage of this meeting and future meetings. Join/Renew Membership: We offer two membership options. You can become a "Premier Member" for a pre-payment of $225 which includes all 5 dinner meetings and the membership (a $50 savings)- most members choose this option for ease of payment and to take advantage of the discount; or if you want, you can pay as you go. The regular membership is $75 and the dinner meeting cost is $40. All meetings will be held same as last year at the highly rated Massimo's Restaurant. Please use the links below to join or renew your membership with the group. These links will direct you to 123Signup. Upcoming Calendar: 11/8: Richard Milton, Economic and Investment Outlook for 2019 1/17: Dr. Glenn Hammel, Financial Abuse Through the Abuser's Eyes 3/14: Craig Judson Esq. End of Life Act 5/9: Sophie Alcorn, Esq., Inbound Planning for Silicon Valley's Foreign Clients These events are approved for 1 hour of general MCLE for attorneys and 1 hour of CPE for CPA's. If you have any questions please email Jay Woidtke at Daniel@Kisnerlaw.com. Renew: https://www.123signup.com/renew?Org=EPCOSAC Enroll: https://www.123signup.com/enroll?Org=EPCOSAC Event Registration: https://www.123signup.com/register?id=rgbfr Please tell us if you prefer to no longer receive messages from Estate Planning Council of Southern Alameda County. |
Richard J. Milton, CFA
Mr. Milton is responsible for relationship management, portfolio management, and new business development. He is frequently invited to speak at conferences and has had the privilege of sharing his investment insight with trust and wealth management professionals across the country.
Prior to joining MainStreet Advisors, he served as a Portfolio Manager at Feldman Securities Group where he was responsible for the management of individual and institutional portfolios. Mr. Milton began his career at Bank One in Chicago as an Investment Officer. He later accepted a position as a Senior Analyst in the Private Equity Valuation Group at KPMG LLP.
- Chartered Financial Analyst®
- Member of the CFA Institute
- Member of the CFA Society of Chicago
- University of Iowa, BA in Finance and Economics
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