Future Events

Income Workshop with John Gaffney, Sr. Investment Specialist


Come join us for Appitzers & Beverages, with our new addition of John P. Gaffney – Sr. Investment Specialist & Portfolio Manager.  We will be demonstrating how we developed our CFG-Investment Models to produce income and general market Q&A.  This will be a monthly open workshop for clients to come and keep up with market updates and learn more about the differences between Mutual Funds and a professionally managed CFG-Investment Models.

 

Proposed models are portfolio guidelines created and used by Cline Financial Group and are not mutual funds. Each client account holds securities directly, and each account is managed on the basis of the client’s financial situation, investment objective, and risk tolerance.

 

Mr. Gaffney has over 20 years of portfolio management of large and complex portfolios with many years on Wall Street.  http://www.clinefinancial.net/team.htm

When: Thursday, September 26, 2019 - 4pm.
Where: 4076 E. State Road 44
Wildwood, FL 34785
Event Room
Host: Mark A. Cline
Phone: 352-775-1777
Directions: Between Brownwood & 301
Freedom Plaza Shopping Center
Building Behind the Pond
 

Income Workshop with John Gaffney, Sr. Investment Specialist


Come join us for Appitzers & Beverages, with our new addition of John P. Gaffney – Sr. Investment Specialist & Portfolio Manager.  We will be demonstrating how we developed our CFG-Investment Models to produce income and general market Q&A.  This will be a monthly open workshop for clients to come and keep up with market updates and learn more about the differences between Mutual Funds and a professionally managed CFG-Investment Models.

 

Proposed models are portfolio guidelines created and used by Cline Financial Group and are not mutual funds. Each client account holds securities directly, and each account is managed on the basis of the client’s financial situation, investment objective, and risk tolerance.

 

Mr. Gaffney has over 20 years of portfolio management of large and complex portfolios with many years on Wall Street.  http://www.clinefinancial.net/team.htm

When: Tuesday, October 15, 2019 - 4pm.
Where: 4076 E. State Road 44
Wildwood, FL 34785
Event Room
Host: Mark A. Cline
Phone: 352-775-1777
Directions: Between Brownwood & 301
Freedom Plaza Shopping Center
Building Behind the Pond
 

Income Workshop with John Gaffney, Sr. Investment Specialist


Come join us for Appitzers & Beverages, with our new addition of John P. Gaffney – Sr. Investment Specialist & Portfolio Manager.  We will be demonstrating how we developed our CFG-Investment Models to produce income and general market Q&A.  This will be a monthly open workshop for clients to come and keep up with market updates and learn more about the differences between Mutual Funds and a professionally managed CFG-Investment Models.

 

Proposed models are portfolio guidelines created and used by Cline Financial Group and are not mutual funds. Each client account holds securities directly, and each account is managed on the basis of the client’s financial situation, investment objective, and risk tolerance.

 

Mr. Gaffney has over 20 years of portfolio management of large and complex portfolios with many years on Wall Street.  http://www.clinefinancial.net/team.htm

When: Wednesday, November 6, 2019 - 4pm.
Where: 4076 E. State Road 44
Wildwood, FL 34785
Event Room
Host: Mark A. Cline
Phone: 352-775-1777
Directions: Between Brownwood & 301
Freedom Plaza Shopping Center
Building Behind the Pond