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Monthly Dinner Meeting (In-person)
March 15, 2022 @ 5:00 pm - 7:00 pm
Please join us March 15th at our next South Placer Estate Planning Council dinner meeting@ La Provence.
Topic: “Understanding the Bond Market”
This Month’s Speaker:
Senior Vice President, Financial Advisor
David Nielsen joined ML Stern in 1993 as a financial advisor. Prior to entering the wealth management business he was in land development until a serendipitous business flight where an old friend told him he should consider a career change. Thirty years later Dave is a Senior Vice President at Hilltop Securities with his Series 7, Series 63, Series 65, and California insurance licenses with 32 state licenses and 25 state registrations. Dave’s practice is centered on conservative investing through fixed income, retirement and estate planning with an emphasis on tax-free municipal bonds-of which he has sold hundreds of millions of dollars worth. He has been married to his wife Tricia for 33 years. They have 5 children and 3 grandsons. When he is not at work he enjoys coin collecting, vintage cars, and playing hide and seek with rowdy grandchildren.
Registration deadline is Friday, March 11th, 11:00 A.M.
Please be sure you have registered and we have your meal information by that time. On the registration form it will say “Payment at the Door” However, SHORTLY AFTER YOU REGISTER YOU WILL RECEIVE A SEPARATE PAYPAL EMAIL LINK FOR PAYMENT. PLEASE PAY BY VIA THE EMAIL LINK, COSTS: $40 – SPEPC Members, $50 – Non-Members.
Also, as always, if you have dietary restrictions, choose that option in your online registration (along with one of the 4 main meal choices) AND send an email to Harry Hull regarding your specific dietary restriction.
We cannot guarantee admission without pre-registration. Please contact me to see if we can accommodate a late registration.
We look forward to seeing you there!
South Placer Estate Planning Council
email: [email protected]
No cancellation refunds.