If you’re concerned about how the interest rate environment will affect your equity portfolio and retirement income from stock dividends, you should join us!
What is driving market underperformance?
What does the data tell us about the overall economy?
What do financial experts predict for 2019?
Many topics are dominating the headlines this year, from all time market highs to geopolitical & tariff dramas. Kevin Simpson, Chief Investment Office & Founder of Capital Wealth Planning, LLC will be discussing the 2019 Market Outlook to help you understand stock market trends and ensure your portfolio is structured to fit your needs. We encourage you to bring family & friends who would appreciate learning more about today's markets and economy.
TUESDAY - January 22, 2019
6:00 pm until 7:30 pm
Refreshments & Hors D’Oeuvres Will Be Served
RSVP! To Naples Wealth Planning
SPEAKER: Kevin Simpson has been the President of Capital Wealth Planning, LLC since establishing the firm in 2005. Originally from Philadelphia, Pennsylvania, Kevin has been investing in options since he began his career at W.H. Newbold’s Son & Co. in 1992. After his time at W.H. Newbold’s Son & Co, Kevin spent 7 years with Wheat First Butcher Singer (Subsequently Wells Fargo) where he helped institutions and high-net worth individuals plan and achieve their financial goals through option centered strategies. Following his time at Wheat First Butcher Singer, Kevin spent several years at Sterling Financial before establishing Capital Wealth Planning. Over the years, Kevin has developed a strategy that aligns CWP as an institutional management firm offering separately managed ETF and Equity portfolios that are complemented with a yield enhancing covered call strategy. A graduate of The George Washington University majoring in Finance, Kevin applies institutional investment management strategies to diversified equity and option portfolios.