Investment Advisor Panel Discussion-What Is The Right Path In These Uncertain Times?

We are pleased to host three of Texas' leading investment advisors for a thought-provoking and informative discussion about the investment advisory business. Each panelist has a unique approach and perspective. The panelists will address the different approaches to managing your personal wealth and help you decide what type of investment professional is right for you. In addition, the panel will address the question that we are all thinking about: what should I be doing with my investments during these uncertain and almost chaotic times? There will be plenty of time for Q&A.
 

Attendance is limited to 35 and is available on a first come first service basis.
 

About the Speakers

Dotti Reeder, President, DFW Region, Northern Trust
Dotti is dedicated to delivering exceptional service, renowned expertise and an innovative goals-driven wealth management approach for high-net-worth individuals and families. She previous served in a variety of roles in securities trading, investment management, trust administration and estate planning.




 

Neil Rubinstein, Managing Director, RSA Family Wealth (Rockefeller)
Neil is a founding partner of RSA Family Wealth at the Rockefeller Global Family Office. He is dedicated to providing financial planning, investment management, and wealth structuring services to successful families in North Texas and across the United States. Neil is committed to delivering a high-touch, professional service and enjoys working with great families every day.



 

Christopher Beavers, CEO, Beavers Wealth Management
Christopher Beavers is the founder and leader of Beavers Wealth Management based in Fort Worth, Texas. Beavers Wealth Management serves a select group of families and businesses, designing custom strategies to satisfy their unique needs and circumstances. Over the past decade, Christopher has built a process-oriented team that emphasizes intellectual rigor, attention to detail, and Disney-like service.





 

Registration will close Monday April 28, 2025

DETAILS:
Date: Wednesday, April 30, 2025

Time:  6:00 - 7:30 pm CT

Location:  Park City Club, 5956 Sherry Lane, Suite 1700, Dallas, Texas  75225

Light food will be available.
 

Cost: HCD Members:  $30.00
         Non-Members:  $40.00 

Questions:  velda@sacleadership.com