MONSON – Monson Savings Bank is hosting a complimentary workshop entitled, “Economic Outlook: No Hype, Just the Facts” presented by Mark T. Kelly, CFA, CFP, executive vice president and senior investment officer at Plimoth Investment Advisors. |
The event is designed to give people an informed, objective and balanced explanation of what’s really going on in our economy in plain language. The event will take place Oct. 22 from 5 to 6:30 p.m. in the great room at The Gardens of Wilbraham, 2301 Boston Road, Wilbraham. It is free and open to the public. Kelly has worked in the investment management business for over 17 years and is responsible for setting asset allocation policy, conducting security analysis and managing client portfolios at Plimoth Investment Advisors.
He holds a Bachelor’s Degree in Business Administration from Bryant College and a Master’s Degree in Finance from Boston College. He holds the Chartered Financial Planner (CFA) designation from the Certified Financial Planner Board of Standards Inc. He is a graduate of the National Trust School at the Northwestern University in Chicago and a member of the CFA Institute, the Boston Security Analyst Society and the Financial Planning Association. Call Anna Driscoll at 267-1221 or send an email to firstname.lastname@example.org to RSVP. Seating is limited. Refreshments will be served.
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