****** Latest Branch News ******
January 7, 2018
Spirit and Money
Jerry Schwartz CFP® will give a short talk on Spirit & Money during his visit here on Thursday night, January 11th at 7:00pm in Paloma hall. All members of the branch are invited to attend. The talk will be about 40 minutes or so after which there will be time for Q&A.
Jerry is the Founder & Principal of Arista Advisory Group LLC, with offices in Albany NY, Great Barrington MA, Honolulu HI and Capitola CA. He is a native New Yorker who prefers the climate in HI. He also sits on a number of the Camphill boards including the national foundation.
Jerry began his career in financial planning in 1977 when he became an FINRA Registered Representative with Merrill Lynch in Honolulu. In 1984, he left Merrill Lynch to open a private financial planning and investment advisory practice.
In service,
John Baring, Daniel Bittleston, Susan Williams Cook, David Eyes, Jeanne Feeney
the Branch Core Group
Our Branch activities continue to need to the support of our friends and members.
Please go to our new website and make a donation – any amounts accepted!
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