ETF.com Conference
Unnamed Venue Hollywood Beach, FL, United States“The Road to $1 Billion (& More)” Lynne Kinney - Panelist
“The Road to $1 Billion (& More)” Lynne Kinney - Panelist
Lower Cost, Tax-Smart Philanthropy Using Donor Advised Funds as Strategic Vehicles for Charitable Giving We invite you to attend a thought provoking discussion about the growing trend of contributing complex assets, such as private equity assets, privately-held C-and S-corp stock, limited partnership interests, and certain restricted stock, to public charities. This can often be the […]
Carl Choy – Forum Chairperson
Market Commentary for the Rest of the Year Carl Choy, Lynne Kinney, & Buzz Wo CKW Financial Group Are pleased to invite you to an exclusive presentation by one of the most sought-after Investment Strategist speakers today: Russ Koesterich, Global Chief Investment Strategist Blackrock, World’s Largest Asset Manager Date: Thursday, July 23rd Time: 5:30pm- Cocktails & […]
Carl Choy – Forum Chairperson & Speaker Discussion Table Report Back Ballroom Salon II Moderated by Forum Chairperson: Carl E. Choy, CIMA, Principal, CKW Financial Group (proposed) 9:00am-9:30am Attendees will regroup in the main session room to share their findings from the breakfast discussion groups.
CKW Financial Group (Carl Choy, Lynne Kinney, and Buzz Wo) would like to invite you to our year-end “Thank You” gathering. Come eat! Sushi and sashimi will be served, along with other catered food from DK Restaurants and Pacific Catering, and desserts from Diamond Head Market & Grill. Wine, beer, and non-alcoholic beverages will be […]