6:00pm - 8:00pm
This will be a great discussion on building financial wealth. The three topics we will review and discuss are:
"The Six Biggest Mistakes in Investing"
"Staying The Course With Your Investments"
"What Is Wealth Management"
About Our Speaker(s)
Paul L. Moffat began his career in financial services in 1995, while attending the University of Nevada, Las Vegas. He received his Bachelor of Science degree in Managerial Finance. In 1999 he joined the Merrill Lynch team and shortly thereafter became a Vice President. In November of 2004 he left Merrill Lynch to start his own firm.
Paul is passionate about helping people, in everything from meeting their financial goals and objectives, to helping others through his many community activities. Paul serves as Vice President of Finance for the Las Vegas Area Council of the Boy Scouts of America, and was appointed by the City Council to the North Las Vegas Civil Service Board. He worked with the Nevada Neighborhood Housing Service for many years, helping low income families qualify for home ownership.
Paul grew up in Salt Lake City, Utah, where he met his wife Kathryn. They have three boys and enjoy spending time together as a family. Paul also loves to golf and travel, and has visited an amazing number of countries around the world.
Event Date and Venue
This event will be held from 6:00pm - 8:00pm on Tuesday, April 10, 2007 at:
Tririga Corporate Office
6700 Via Austi Parkway
Las Vegas, Nevada 89119
6:00 - 6:30: Networking (appetizers and beverages)
6:30 - 6:40: General WITI announcements, business, etc.
6:40 - 7:50: Presentation on Building Financial Wealth, by Paul Moffat
7:50 - 8:00: Closing remarks