The Condition Of The Financial Markets & Maximizing Returns on Trust Funds

The California Receiver’s Forum is pleased to host a luncheon program with Karl A. Pettijohn who is a Managing Director of Wedbush Securities. For the last 30 years, Mr. Pettijohn has been a financial advisor and he holds the 4 Series 7, 31, 63 and 65 licenses. He is also a CIMA, Certified Investment Management Analyst, working with high net worth clients. With the stock market at a record high, he will discuss how the markets got were they are, and perhaps what we can expect in the future. He will also discuss global markets and investment strategies and tools for Receiver’s or Trustees to maximize returns on trust funds with minimal risk. The information for this presentation will not only be informative for fiduciaries but for your personal investments as well.

Date: Thursday, April 20, 2017
Time: 11:30 am - 12:00 pm
12:00 pm - 1:00 pm
Registration, Networking & Lunch
Education Program
Speakers: Karl Pettijohn – Managing Director, Wedbush Securities
Shivan Somaratne – Investment Associate, Wedbush Securities
Producer: Kevin Singer – Receivership Specialists
 
Cost:
Member $55
Non-Member $65
Click here to register online
Registration includes: Written Materials, Lunch, 1 hour MCLE or CPE credit
Place: Buchalter - Los Angeles Office
1000 Wilshire Blvd Boulevard, Suite 1500
Los Angeles, CA 90012
Click here for map and directions

Register by Monday, April 17th (click here to register online).

Questions? Toni Spangler – 949.497.3673 x 1200 or crfadmin@jbsmgmt.com

**1 hour MCLE or CPE Credit**