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Cottrill Arbutina Academy

Objective, Independent Education

2019 Schedule: A Series of 7 Financial Education Programs

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The Cottrill Arbutina Academy financial education series continues in 2019 with upcoming programs designed to help our community be as educated with objective, independent information. Each presentation will be held in Cottrill Arbutina Wealth Management Group’s conference center in Beaver.

You have two options for each event -- either a lunch and learn from 11:45 a.m. to 1 p.m. or after work from 5:45 p.m. to 7 p.m., whatever is more convenient for you.

  • May 30, 2019 - “A New Approach to Paying for College” - presented by Nicholas Raught, Cottrill Arbutina Wealth Management Group, LLC. Details and how to RSVP for the 11:45 a.m. class and the 5:45 p.m. class.
  • June 11, 2019 - “How to Invest Like a Woman” - presented by Diane Gardner, CFP®, CDFA®, Cottrill Arbutina Wealth Management Group, LLC. Details and how to RSVP for the 11:45 a.m. class and the 5:45 p.m. class.

Please RSVP no later than a week before each date online at www.cottrillarbutinawealth.com/events or by contacting Pamela Roesch at pamela.roesch@lpl.com or 724.683.3457.

This series of presentations has been created for educational and informational purposes only and is not intended as ERISA, tax, legal or investment advice. The presenters are providing educational services only and are not able to provide participants with investment advice specific to their particular needs. If you are seeking investment advice specific to your needs, such advice services must be obtained on your own separate from this educational presentation.

Securities offered through LPL Financial, member FINRA/SIPC.

Transamerica Inc., Cottrill Arbutina Wealth Management Group and LPL Financial are not affiliated.