The Changing State of Wealth Management and Investing

The Changing State of Wealth Management and Investing

Wednesday, January 8, 2020
7:30am – 9:00am at the Des Peres Lodge

Please join us for breakfast at the Des Peres Lodge for an in-depth, interactive discussion about the current state of wealth management, an evidence-based look at investing, and how Claris Advisors helps clients approach their financial lives with confidence. The event will feature an insightful panel of industry experts to address these topics as well as a Claris client to weigh in on what the Claris client experience has meant to them. We encourage all attendees to bring their questions as the panel is looking forward to a lively Q & A session.

  • Stan Royer | PresidentClaris Advisors   
  • Cliff Schulte, CPA | Partner, Anders CPAs + Advisors 
  • Current Claris Client

Moderator: Scott Iverson, CFP®, ChFC, CEBS, CRPS | Wealth Advisor, Claris Advisors

We encourage you to invite anyone you think might benefit from hearing our message and learning about our firm. Please RSVP using the link below.

  • If you plan to bring a guest, please list their first and last name.