Topic: Retirement Planning for Every Stage of Life
Presenters: Casey Boland and Doug Johnson of Hengehold Capital Management

Join us for the RCP Power Luncheon on Wednesday, October 17, 2018, which we will host a presentation “Retirement Planning for Every Stage of Life” by Casey Boland and Doug Johnson of Hengehold Capital Management.  Casey and Doug will lead a presentation focused on how people of all generations who may be affiliated with small, medium and large business can attempt to plan for their retirement. They will have interactive discussions about today’s best plans. You may remember Casey from his weekday commentary on 700 WLW from 2007 to 2016.

Casey Boland serves as the Vice President of HCM and is also one of HCM’s lead wealth advisors. A financial planner with over 25 years’ experience, Casey works with HCM’s clients to understand their unique financial situations. He helps keep them on the right path by combining investment and tax strategies with a financial plan designed to preserve what they have, while providing the income they need and leaving something behind for their family or favorite charity.

Doug Johnson serves as the Senior Investment Strategist in the Investment and Research Department. With 15 years of investment management experience, Doug has a deep understanding of markets and portfolio management.  He understands the importance of having a well-defined investment process and removing the behavioral biases that can lower an investor’s return over time. Doug guides the Investment Committee in developing and implementing HCM’s investment strategies.

At the event, you will have a fantastic opportunity to network with members of area chambers including: Evendale, Forest Park, Norwood, Reading, Springdale, and Woodlawn. You are welcome to bring literature about your business as there will be display tables set up in the networking area.  You can also be a sponsor of the Power Lunch for only $250. You will receive a 6 foot display table, two complimentary meals, as well as be listed as a sponsor on all the advertisements for the event. If you would like to sponsor, please email Kathy@woodlawnchamber.org.

Thanks to sponsor!

 

 

 

Details:
Wednesday, October 17, 2018

11 am – 11:45 am – Registration & Networking Game
11:45 am – 1 pm – Lunch followed by the program

Raffel’s Banquet Hall
10160 Reading Road, Evendale

Cost:
1st WCC member  Free
$15/additional members
$20/guests

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