Headline for Retirement Seminar Goes Here
November 12, 2021 | 7 p.m. – 8 p.m. | Auburn Hills Country Club
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Retirement Masterclass: Tax Planning - Sign Up
*Registration will be limited to 20 people. The strategies covered in this seminar are best suited for those who are nearing retirement.
What are we going to talk about at the seminar
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Meet the Guest Speaker
Matt Kerr, CFA®
Senior Wealth Advisor
Matt is a Senior Wealth Advisor at Keel Point. He joined Keel Point as a member of the firm’s Investment Team in 2016 after working with the Corporate Development group at Regions Bank in Birmingham, AL. During his time on the Investment Team, Matt earned his CFA designation, and his responsibilities included investment research, portfolio construction and executing firm trades.
About the Location of the Seminar
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November 12, 2021 | 7 p.m. – 8 p.m. | Auburn Hills Country Club
Upcoming Seminars
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Seminar Title Goes Here
Ut sollicitudin fermentum lorem, sit amet lacinia lorem accumsan eu. Integer iaculis risus sed nulla ullamcorper vulputate.
Seminar Title Goes Here
Ut sollicitudin fermentum lorem, sit amet lacinia lorem accumsan eu. Integer iaculis risus sed nulla ullamcorper vulputate.
Seminar Title Goes Here
Ut sollicitudin fermentum lorem, sit amet lacinia lorem accumsan eu. Integer iaculis risus sed nulla ullamcorper vulputate.