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Irv Monthly Meeting
Hall & Company
111 Pacifica, Suite 300
Irvine CA, 92618
USA

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Wednesday, September 20, 2017, 11:30 AM - 1:15 PM PST
Category: Irvine

Fellow BP Members Cheryl Gee and Laine Ainsworth will be presenting "Financial Markets Update: A Glimpse Below the Surface."

Laine Ainsworth holds the Certified Financial Planner designation and has been an investment professional for over 30 years. Laine has dedicated his business career to helping successful business owners and their families manage their wealth. Mr. Ainsworth is a Founding Executive Committee Member of the Center For Investment and Wealth Management at the UC Irvine Paul Merage School of Business. Laine is a member of the Chartered Financial Analysts Society of Orange County and was a Charter Member of the PIMCO RIA Advisory Board. Additionally, he previously has served on the Board of Directors of CASA Orange County. A California native, Laine earned a Bachelor’s Degree in Economics from the University of California at Los Angeles.

Cheryl A. Gee teamed up with her husband, Clinton Gee, to create the Gee Group in an effort to provide the best possible experience for their clients. As a CERTIFIED FINANCIAL PLANNER practitioner, Cheryl offers expertise in desigining and implementing her clients' wealth planning strategies. She also focuses on estate, cash flow and tax planning as well as investment analytics. Prior to joining UBS, she was associated with Smith Barney and Morgan Stanley, where she was awareded the Pacesetter Club designation twice. She is fully licensed.

Cost: $15

RSVP Now!