Nevada CPA

Events

Six Barriers to Investment Success Complimentary Lunch

Description:

Please Join Us for A Complimentary Lunch with 1 Hour CPE
Hosted by Jeremy Merlino of American River Wealth Management



Six Barriers to Investment Success: Uncovering Your Behavioral Biases 

The presentation will look at six biases from the field of behavioral finance, how these biases affect decision-making ability and the impact they can have on portfolios.

Speaker: Trevor Garlock, Senior Advisor Consultant, Franklin Templeton Investments

Trevor Garlock is a senior advisor consultant representing Franklin Templeton in Northern Nevada and Northern California. As a trusted business partner, he brings valuable perspective to financial advisors in the areas of practice management, asset allocation and portfolio construction. Trevor supports financial advisors and their clients in their pursuit to reach their long-term investment goals.

Jeremy Merlino is a Financial Advisor offering securities and advisory services through Cetera Advisor Networks LLC, member FINRA/SIPC, a broker-dealer and Registered Investment Advisor. Cetera is under separate ownership from any other named entity. 
Branch: 1301 N McCarran Suite 102, Sparks, NV 89431, (775) 359-3223


Event Details

Date & Time:

Thursday, August 29, 2019

12:00pm – 1:00pm

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Location:

NVCPA Conference Center

5422 Longley Lane Ste B

Reno, NV 89511

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CPE Credit:

1 hour CPE credit

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