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Q&A w/ Jim and Guest Speaker from BancWest Investment Services - Albuquerque - Morris Hall, PLLC

Q&A w/ Jim and Guest Speaker from BancWest Investment Services – Albuquerque

Type: seminar Date: April 10 Time: 09:00 AM - 10:00 AM Venue: MH Albuquerque Office, 9400 Holly Ave NE, Building 3, Ste B, Albuquerque,
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    • BEGIN:VCALENDAR VERSION:2.0 PRODID:-//AMS//NONSGML v1.0//EN CALSCALE:GREGORIAN BEGIN:VEVENT VENUE:MH Albuquerque Office DESCRIPTION:Guest Speaker: Joseph Olson, Wealth Financial Advisor from BancWest Investment Services Joseph will discuss: 1) How to invest in a rising rate environment 2) Importance of a sound financial plan 3) Retirement Income Planning Joe Olson is the Wealth Financial Advisor for the Wealth Management Group at Bank of the West in New Mexico. In […] ADDRESS:9400 Holly Ave NE, Building 3, Ste B DTSTART:20180410T090000 DTEND:20180410T100000 URL;VALUE=URI:https://morristrust.com/seminars/qa-w-jim-and-guest-speaker-from-bancwest-investment-services-albuquerque/ SUMMARY:Q&A w/ Jim and Guest Speaker from BancWest Investment Services – Albuquerque LOCATION:MH Albuquerque Office, 9400 Holly Ave NE, Building 3, Ste B, Albuquerque, PHONE: DTSTAMP:20210506T155403 UID:6094111b73af6 END:VEVENT END:VCALENDAR
      Q&A w/ Jim and Guest Speaker from BancWest Investment Services – Albuquerque.ics

Guest Speaker: Joseph Olson, Wealth Financial Advisor from BancWest Investment Services

Joseph will discuss: 1) How to invest in a rising rate environment 2) Importance of a sound financial plan 3) Retirement Income Planning Joe Olson is the Wealth Financial Advisor for the Wealth Management Group at Bank of the West in New Mexico. In this capacity he provides affluent and high net worth clients a financial plan to achieve their ultimate goals and utilizes investment and insurance solutions offered through Bank of the West’s affiliated broker/dealer, BancWest Investment Services, to meet specific client needs. He holds Series 7 & 66 securities licenses as well as New Mexico Life, Health & Variable Annuity Licenses. He’s obtained the designations of Certified Wealth Strategist (CWS) and Accredited Investment Fiduciary (AIF). Jim will also be available to answer any estate planning questions, such as: •  How does your financial plan and your estate plan work together? •  What assets should be placed in your trust? •  How does an IRA trust work? ABQ office:   Map Friends, family and neighbors are welcome.  Light Refreshments will be served. RSVP by filling in form below, or email reservation to info@morristrust.com or call  505-889-0100.
Event is due and cannot be registered at the moment