CRF Home

Offering individualized financial
& investment planning services

(781)404-7009    (978)206-2375

23 April
FRS Men's Group Online Financial Planning Discussion

Description

We welcome you to participate in an online discussion hosted by Richard J. West, CMFC®, Partner at Concord River Financial.

Rick West has eighteen years of professional financial industry experience. He has taught financial seminars on technical analysis (the method of evaluating securities and financial markets by analyzing statistics generated by market activity), written a financial newsletter, and has held a Commodity Trading Advisor Series 3 License (a license he no longer holds, NFA ID: 0409843) while operating a commodity trading firm. He has also served in the role of Directing Manager of Trading and Analytics for a currency trading company. Rick became a financial advisor with Waddell & Reed in 2009, and began assisting his clients with their comprehensive financial and retirement planning – providing them with dedicated and experienced guidance in their quest to reach their financial goals.

Read more about Rick here.

***CLICK HERE TO REGISTER***

Please be assured that any information that you provide upon registering will not be used for any purpose other than to verify your participation in this event.
 
Waddell & Reed is not affiliated with the FRS Men's Group. (04/20)

Date and Time

Thu, Apr 23, 2020

6:00p - 8:00p EST

Location

ONLINE via Webex Events

NH
PT2H

Event Registration