Strategy Update 2022: A Balanced Approach

4040 Cooper Road,Blue Ash OH 45241

20 January, 2022

Description

Join us for Bartlett's 2022 Strategy Update: A Balanced Approach. Join us on January 20th for Bartlett’s 2022: A Balanced Approach. Cooper Creek Event Center: 4040 Cooper Rd, Blue Ash, OH 45241 January 20 | 2-4pm Jim Hagerty, Bartlett CEO, will moderate a diverse panel line-up featuring: Troy Snider, CFA, Bartlett Investment AdvisorMatt Stith, CFA, Bartlett's Director of Research Lori Poole, CFP, RLP, Wealth Advisor Not comfortable with an in-person event? Join this presentation virtually for the Strategy Update 2022 webinar on January 27th from 11am-12pm EST. This event is open to all friends and clients of Bartlett. We encourage you to bring a guest! **Safety Precautions** In an effort to keep our attendees safe and healthy, we are asking participants to please refrain from coming if you are exhibiting symptoms or covid or have been near someone who has tested positive for COVID within 2 weeks of the event. Masks will be required at all times, aside from eating and drinking.