Complimentary Educational Event!
BRING A FRIEND!
Wednesday, Oct. 22nd
at 6:00pm
-at-
Visaggio’s Ristorante
6990 Wertzville Road, Enola, PA 17025
Navigating the Markets: The Art of Active Money Management
Join us for a special evening focused on helping you understand how your portfolio is managed—and how it responds to market conditions.
Enjoy a delicious meal, meet with the team, and learn about the advantages of an actively managed strategy that adjusts to market changes.
Please Join Us!
What You'll Learn:
The difference between active and passive management
Why adaptability matters in today’s market
How proactive adjustments can protect long-term income and retirement goals
Special Guest Speaker
Dan Mowery
President
We’ll be featuring a very special guest speaker, Dan Mowry, who’s flying in to answer your questions about the markets and how you can prepare.
Dan Mowery is a born and raised GA native. He and wife, Katie have three children and live in Cherokee County. Dan has an extensive background in Financial Services from working in several capacities across the industry. Dan’s current licensing credentials are the Series 6, Series 63, Series 65 and Life and Health Insurance License in the state of GA. Along with his experience facing financial planning, he is also highly knowledgeable in Medicare and the transition of those benefits for retirees. In his free time, Dan enjoys fishing, golf and staying active. He is a big believer in getting his kids outside and off of anything with a screen.
This is a complimentary
event but you must register.
You’re welcome to bring a guest who would benefit from these insights.
- 717-652-5205
- info@rose-fa.com
- 4 Lemoyne Drive, Suite #204, Lemoyne, PA 17043