Tuesdays@2:00 with FPAOC


2:00 pm - 3:00 pm

FPAOC members are meeting and strategizing each Tuesday afternoon via Zoom on topics affecting financial planning in today’s turbulent environment. We are lining up subject experts to kick off each meeting and help answer questions.

This week’s topic: Structured Credit: What is it and how can it enhance your clients’ portfolios?

Scheduled guest presenter is Jay Menozzi, CFA® – Chief Investment Officer and Portfolio Manager for Orange Investment Advisors, Subadvisor of the James Alpha Structured Credit Fund (JSVIX)

We hope you will participate too – we welcome your questions and comments. Register to receive the Zoom information.