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Event Details

    Monthly Meeting

    Date: February 14, 2012, 11:30am – 1:00pm
    Melissa Cornwell
    Five Point Credit Union, Port Arthur
    Members - Free; Guests - $20.00
    Event Type:
    Monthly Meeting
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    Speaker this month:   Armando Wood, Retirement Plan Consultant, The Willhite Institutional Consulting Group


    Armando graduated with a B.S. in Finance from Sam Houston State University and a Masters in Education from Wichita. He started in the financial services industry with Merrill Lynch. He then joined the Willhite Institutional Consulting Group with UBS, whose focus is solely on pension and defined contribution plans both in the corporate and municipal marketplace. Armando works with investment committees in exercising their fiduciary duty and plan oversight and he works with HR staff implementing employee education programs.


    Please RSVP to Melissa Cornwell 409-338-2126, by February 10, 2012