Summer Market Update

Summer Market Update

Seminar / Workshop
July 14, 2025
3:30 pm to 5:30 pm
Join Us For a Summer Market Update
Courtyard Philadelphia Montgomeryville
544 DeKalb Pike
North Wales, PA 19454
Speakers:
John Anderson
Wealth Advisor
CFP®, CSA
John Anderson is a Wealth Advisor at Springpoint Financial, with over 12 years of experience in the industry. He is passionate about helping his clients achieve their financial goals and secure their financial futures. John takes a personalized approach to wealth management, working closely with each client to understand their unique needs, risk tolerance, and investment objectives. With his extensive knowledge and expertise, John crafts customized strategies that aim to grow and protect his clients' assets over the long term. Clients appreciate John's dedication, integrity, and commitment to their financial well-being.
Janice Smith
Chief Economist
CFA
Janice Smith is a Chief Economist at XYZ Corporation.
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