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SoCal Chapter: Managing Your Money - Financial Talk

07/17/2018 06:00 PM - 08:00 PM PT

Admission

  • Free

Location

Frank Deptola & Associates
2400 East Katella Ave.
Anaheim, CA 92806
United States
Room Number: Suite 800 Conference Room

Description

It’s Your Money. Do You Know How It’s Being Managed?

Join the Southern CA Chapter for an informative networking event with a focus on finances. Hosting this special financial talk is Frank Deptola, Managing Member of Frank Deptola & Associates, a firm specializing in wealth management, tailored investment strategies, and retirement, income and estate planning. Whether you’re building your own business or trying to shore up your own personal finances, Frank will give you strategies on how to make better decisions.

 

You’ll have the opportunity to network with other WIT members and friends before and after the presentation, as well as a Q & A with Frank.

 

Food and drinks will be generously provided by Frank Deptola & Associates.

 

DATE:  Tuesday, July 17 2018

 

TIME: 6:00 - 8:00 PM

 

PLACE: Frank Deptola & Associates
2400 East Katella Ave., Suite 800 Conference Room, Anaheim 
(immediately adjacent to Angels Stadium outfield)

 

COST: Free to attend, but please RSVP by July 12.

 

 

ABOUT FRANK DEPTOLA:
Frank Deptola founded Frank Deptola & Associates in May, 2012, after years of being a successful Investment Adviser Representative with larger firms. Prior to that he held increasing responsible sales, sales management, regional management and general management positions in the primary aluminum and related industries. His educational background is extensive and specifically related to taxation, finance, accounting, and business management issues. He has built a strong foundation for his quickly growing firm. With a business model focused on serving the client, a significant part of this growth has come from referrals by existing clients. Frank recognizes and appreciates the responsibility that comes with building trust bond relationships. He is relentless in his quest to provide the highest quality wealth management experience and optimal service for each client.

 

Frank is a WIT member and supporter of The WIT Foundation Scholarship Program.


Parking Information:
There is a large parking structure for the building directly behind it. They may charge for parking and we do not validate. There are also lots of free parking spaces around the ground floor of the building. When you enter the complex stay to the left of the building. Park in one of the free parking spaces in that area and enter the building through the main doors on that side. We will have someone waiting there to greet anyone arriving after 6 pm (doors lock at that time).

 

Day of the Event Contacts:
Brian Baldwin (714) 349-9431
Frank Deptola (714) 348-8979

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