Client Financial Education & Networking- August 2016

ulin vote

~a Gold Client Education Series~

 A Vote of Confidence (Midyear Outlook 2016)

DATE: Saturday August 27th                             

Time: 11:30am

RSVP: (561) 210-8625

Location: Maggiano’s Little Italy (Boca Raton)

*You and a guest are invited to RSVP by August 12th

LPL Research proposes a vote of confidence in the economy, the market, and most importantly, in our ability as investors to remain focused on our long-term goals. With the LPL Research presentation: A Vote of Confidence: Midyear Outlook 2016, you will be armed with the investment insights and market guidance for what may lie ahead for the rest of this year.

As we cast our ballots, our vote is that the current economic recovery and bull market may continue through 2016 and beyond, but with increased volatility. Please join key note speaker Jon W. Ulin, CFP® for a comprehensive workshop on the markets and the economy along with investing insight to help fine-tune your portfolio.

Key Note Speaker:

jJon W. Ulin, CFP®, Managing Principal; Ulin & Co. Wealth Management

Jon W. Ulin, CFP®, Private Wealth Advisor, is the founder and Managing Principal of Ulin & Co. Originally from Philadelphia, Jon graduated Cum Laude with a BBA in Accounting from Temple University. Mr. Ulin works primarily as a ‘fee-based’ investment advisor and is responsible for all aspects of our clients’ portfolio management and financial planning services. Jon is a sought after speaker for both community and corporate events and is often quoted by national news and media outlets.

Note: This is a private client event, by invitation only. 

The economic forecasts set forth in the presentation may not develop as predicted and there can be no guarantee that strategies promoted will be successful. Stock and bond strategies involve risks including the loss of principal. Alternative investment strategies carry a higher degree of risk.

Events Calendar: Main Page 

About Us

Financial Coach Center

2012 Boca Raton Aerial

 Ulin & Co: Modern Investing, Traditional Approach

?????

Jon Ulin, CFP® Interview

_______________________

Don’t Be Just a Number!

Established in 2002, Ulin & Co. is a boutique independent SEC -Registered Investment Advisor (RIA) and branch office of LPL Financial located in downtown Boca Raton. 

The most significant issue clients have today about their relationship with their Financial Advisor is that they feel like a number.  Experience the difference of working with an accredited advisor and experienced  team that truly cares about what matter most to you and your family.

Is your money working hard for you? It’s never too late to take the first step or get a second opinion.  Contact Us today at (561) 210-7887 for a complementary portfolio risk analysis and wealth planning meeting or complete the following form and we will be in touch shortly. 

Contact

_______________________

Logo lg color LPL

About LPL Financial (Broker-Dealer Video)

Career Center

Our branch is growing! If you are are a local financial advisor please visit our Financial Advisor Career Center