Financial Planning and Networking for the New Year
2002 has seen one of the most eventful economies in years.
Join us at Hart's Antique Gallery for a little education,
networking and holiday merriment to wrap up 2002 with an
optimistic bang! Get your holiday shopping done early and
join us for wine, cheese and holiday festivities as we learn
about financial planning in a bumpy market. You'll gain
valuable financial tips as you prepare for 2003. Bring
a friend and help her make joining WITI part of her New Year's
PLUS We will be having two drawings! Each guest gets one entry in the guest drawing and each person that brings a guest gets one entry for each guest they bring (in a separate drawing). We will be giving 2 prizes. So bring as many of your friends as you can.
The more guests you bring, the more chances you have to win!
Featured Speaker(s) Jason L. Moore
Jason L. Moore is a Financial Consultant representing the Melton & Moore Group of RBC Dain Rauscherô. As a financial and investment consultant, Jason and his group have over 28 years of financial services experience assisting clients in developing and implementing effective strategies for the creation, conversion, consumption, and conveyance of wealth. A graduate of Baylor University with a BBA in Accounting and Finance, Jason has experience in public accounting, the business supply and construction industries, and in family owned businesses. Jason and his wife, Julie, have a 14 month-old son, Jacob, and are expecting their second child. Active in several business, community, and charitable organizations, he is a member of Second Baptist Church.
David L. Shea, CPA
David L. Shea, CPA, is a Tax Supervisor with the accounting firm of Fitts, Roberts, & Co. P.C., which is a Network member of the RSM McGladrey & Pullen, LLP association of CPA firms. Fitts, Roberts and Co. is an established locally owned firm serving the Houston area since it's founding over 30 years ago. A graduate of Sam Houston State University with a BBA in accounting, David has 6 years of industry accounting experience, and over 5 years of public accounting experience, including Big Four firm experience. David works in tax compliance and tax planning for individuals, general business, non-profit entities, and financial services. He is a member of the Planned Giving Council of Houston, the American Institute of CPAs, the Texas Society of CPAs, and Sagemont Church.
Schedule of Events6-7 pm Registration
7-8 pm Speaker: Financial Planning in a Bumpy Bearish Market
8-8:30 pm Networking and Antiques Shopping