O n l i n e    E d u c a t i o n a l    W o r k s h o p
 
Wealth Protection Strategies
 
Next Offering TBA
7:00 – 8:30 p.m.
(Streaming Live from Columbia, MD)
 
 
Online  •  Informational Only  •  No Cost
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Topics Covered:

  • Properly understanding market risk.
  • Investment strategies available to protect wealth.
  • Products available to eliminate or minimize loss potential.
  • How to balance risk vs. return potential.
  • If and when to incorporate a wealth protection strategy.
  • How to determine which strategy is best for your objectives.

        		  
Your Presenter

Mark Timmick, CRPC®, AIF®
 

Mark Timmick is Principal Advisor at Timmick Financial Group, a firm specializing in personalized, goal-based Financial Planning and Wealth Management. Mark has helped prepare and guide countless individuals into successful, secure and happy retirements, and he enjoys sharing his extensive experience and proven strategies with others. Known for his dynamic and engaging style, and his focus on teaching important concepts and principals, Mark is skilled at communicating complex financial information in understandable, layman’s terms.

Mark has worked in financial services for over three decades with prior experience at T. Rowe Price, Fannie Mae, Marriott, Thompson-Reuters and Path Capital Management. Mark is a frequent public speaker, has written columns for local newspapers, and crafted his own comprehensive thesis on Wealth Management and Investing for Retirement. Mark is an Accredited Investment Fiduciary (AIF®), a Registered Investment Advisor Representative, a Chartered Retirement Planning Consultant (CRPC®), and a licensed securities representative.