On it with Offit
BY BEN OFFIT, CFP®
You’re invited to attend Treble’s next virtual networking event on August 20th at Noon ET. We’ll use Meeting Manager to go around the room to make new introductions and create connections. And then, join us for a “Fall Financial Outlook” discussion with a panel of investment professionals, including Ben Offit of Offit Advisors, Allison Dunlap of Insight Investment Advisory, and Rick Monfred of Bernstein Private Wealth Management.
To join us, follow these simple instructions:
1) Register here. If you've never used Zoom before, take a minute to download the required software to your computer or mobile device and test it.
2) Update your Treble profile by filling in your background, sharing how you can help others, adding a photo and posting a wish.
3) Mark your calendar!
We look forward to seeing you on August 20 at Noon ET!
https://us02web.zoom.us/meeting/register/tZAscO2tqjouG92cP5kMKdVXPxPS2fZKaxqf
Offit Advisors
28 E Susquehanna Ave
Towson, MD 21286
Phone + Fax: 410 600 PLAN (7526)
E – BOffit@OffitAdvisors.com
W- www.OffitAdvisors.com
To schedule an appointment with us, click here!
The opinions expressed in this commentary are those of the author and may not necessarily reflect those held by Kestra IS or Kestra AS. The material is for informational purposes only. It represents an assessment of the market environment at a specific point in time and is not intended to be a forecast of future events, or a guarantee of future results. It is not guaranteed by Kestra IS or Kestra AS for accuracy, does not purport to be complete and is not intended to be used as a primary basis for investment decisions. It should also not be construed as advice meeting the particular investment needs of any investor. Neither the information presented nor any opinion expressed constitutes a solicitation for the purchase or sale of any security.
Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Offit Advisors. is not affiliated with Kestra IS or Kestra AS.
