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HIA Meeting - Richard Rosso, Clarity Financial
HIA Meeting Agenda - Dec 8, 2018
- 8:30 Trading 101 SIG
- 9:30 Income SIG - Dave Neary - Key Investing Resources available through SEC and entity Financial Statements.
- 10:45 Main Speaker - Richard Rosso - 10 Steps to a Financially Savvy Secure Retirement
Richard Rosso, Clarity Financial
Richard Rosso brings 23 years of financial services experience to Clarityfinancial, LLC. He has helped 165 families manage $230 million in a fee-based advised service for Charles Schwab, Inc. Richard appears extensively in various radio, television and print media in Houston, Texas. He’s been quoted in national publications such as USA Today, The Wall Street Journal, New York Magazine, The New York Times and Smart Money. He has contributed articles and written commentary to websites and periodicals including Yahoo! Finance, Houston Business Journal, Retirement Weekly, Gather.com, MarketWatch and CNBC.com.
He is the author of the book "Random Thoughts of a Money Muse," a cutting-edge, pop-culture and sometimes funny look at money and the real story behind financial dogma.
Saturday, December 8, 2018, 8:30 AM until 12:00 PM
is not Required