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Wealth Strategies Series
Newport Living and Lifestyles & Randal Poirier, ChFC, Financial Planner present:
Al Cumplido & Dr. Marcin Krolikowski, CFAs for hors de d’oeuvres, bubbly and an interactive and lively discussion on creating a customized investment strategy for today’s female investor
Attendance is limited to 25 people
Thursday June 30th heading into the July 4th Weekend
5PM – 7PM
Forty1* North
Complimentary for our confirmed guests
Cheers to Financial Health, Wealth and Independence
Sponsored by:
Randal Poirier, ChFC®
Financial Planner, Partner
209 Goddard Row
Newport RI 02840
Ph# 401-635-8700 | Fax# 401-619-4949
rpoirier@indfp.com
http://www.randalpoirier.com
As a Financial Planner and Partner with Independence Financial Partners, Randal uses a detailed goals driven financial planning process to create a customized written Financial Plan for his clients, to help them accumulate, manage, and preserve their wealth in a tax-efficient manner. As a fiduciary who puts his clients’ interests above all else, his financial planning services are fee-based and completely objective. Once Randal has completed your written Financial Plan, you may then choose to continue working with him as your Advisor or implement any of his recommendations on your own. Randal also provides full disclosure of how he is compensated and a complete menu of advisor-client relationship options. Because of his firm’s unique structure, he can offer a comprehensive range of investment and insurance products and services from many of the country’s most well-respected financial companies. The result? Total convenience for you or your business. Randal will also review your financial situation every 6 months to help you ensure that your plans remain on track and that you avoid any unnecessary wealth erosion.
Services:
• Fee-based Financial Planning
• Investment Planning
• Insurance Planning
• Estate Planning strategies
• Planned Charitable Giving
• Advisory services for individuals and non-profits such as Fee-based Asset Management
• Employee and Executive Benefit Solutions
• Qualified Retirement Plans (401(k) and IRAs)
Guest speakers:
Al Cumplido, CFA
Founder, AMP Consulting Group
Al Cumplido, CFA is the founder of AMP Consulting Group, an Outsourced CIO practice that provides market research, commentary, and portfolio management services to independent financial advisors across New England. Al is also the Director of Investment Strategy for Independence Financial Partners, a comprehensive wealth management firm based in Rhode Island that’s been serving the needs of their clients for over 100 years.
Al serves on The Rhode Island State Investment Commission, where he helps oversee the assets of the Rhode Island pension system and is also an Adjunct Professor of Finance at Providence College.
Al is an active member of RI’s financial empowerment community, serving as Vice President for CFA Society Providence, where he leads the financial literacy initiatives throughout the State, and as a board member for Junior Achievement RI, a non-profit organization focused on inspiring and preparing young people to succeed in a global economy.
Marcin Krolikowski, Ph.D., CFA
Co-Founder, AMP Consulting Group
Marcin Krolikowski, PhD, CFA is an Associate Professor (with tenure) at Providence College where he teaches corporate finance and investments at both undergraduate and MBA® levels. His research is published in leading academic journals, including the Journal of Business Research and Accounting & Finance, among others. His work has been presented at over 20 international and domestic conferences.
Dr. Krolikowski is also the current Co-Head of Investment Strategy at Independence Financial Partners (IFP) where he advises IFP Advisers on market research analysis, asset allocation and portfolio construction. Previously, Dr. Krolikowski worked for Citigroup on their Emerging Markets Desk trading primarily fixed income instruments. He received his Ph.D. in Finance from the University of South Florida as well as his MBA in Finance and Corporate Accounting from the University of Rochester.
Dr. Krolikowski is actively involved in the community and serves on multiple boards.