Deep Value Money Management Discipline Seminar

Apr 08, 2019 06:00 PM - Apr 08, 2019 08:00 PM Eastern Daylight Time
Cleveland Marriott West 4277 West 150th Street Cleveland, OH

 

Guest Speakers:

Bob Dickey, Head Technical Analyst for RBC Wealth Management

Chris Niemczewski, Founder and Managing Principal, Marshfield Associates

Please RSVP soon as space is limited

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Your source for valuable insights

Providing my clients with valuable information on market trends, investment topics and other interesting considerations is an important part of my practice. I invite you to explore the articles below and contact me to discuss any of these topics in more detail.

Proud to be part of a AA- company

I am pleased to announce that our parent company, RBC, received the Standard & Poor’s investment grade rating of AA—which indicates a “very strong capacity to meet financial commitments.” This is the second-highest rating possible and is an example of our commitment to always maintaining the highest standards possible for our clients. Please contact me today to learn more about how we can put the strength of RBC to work for you.

Write your personal retirement story

Access Rewriting Retirement to explore strategies and tactics for growing a nest egg, planning for longevity, and maximizing Social Security benefits. Rewriting Retirement also contains a checklist of actions for various stages in your destination as you transition to retirement and beyond. Contact me to help you prepare for your next chapter.

Let’s take the next step together

We would value the opportunity to learn more about your financial goals and how we can be of service to you. Please contact us at 216-774-8907,
scott.giltinan@rbc.com , or fill out the form below to schedule a meeting. We look forward to hearing from you.

Value statement

I help create financial security and peace of mind for individuals and their families. I accomplish this by providing my clients with a high level of service that meets and often exceeds their expectations. Investors benefit from my customized approach to managing their wealth because it helps address their current financial needs and achieve their long-term goals.

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European economy: Course correction?

Is the European economic cycle fizzling out, or will it reassert itself? We look at what has caused Europe to veer off track and make the case that the economy will regain its long-term growth trajectory. Read the full economic outlook in the latest edition of Global Insight.