Loudoun Estate Planning Council

The Loudoun Estate Planning Council cordially invites you to attend its September breakfast meeting.

  Kate Warne, Ph.D., CFA

“Making Sense of Today’s Economy and Investing” 

  Kate Warne, Ph.D., CFA, principal, investment strategist, with Edward Jones, will present this month’s topic.  As investment strategist, Warne interprets market conditions and recommends appropriate investment strategies to aid clients in reaching their long-term financial goals.
Warne holds a doctorate in economics, specializing in finance and competitive strategy, from Yale University, a master of science from the London School of Economics and a bachelor’s degree with high honors from Swarthmore College. She earned her Chartered Financial Analyst designation in 1997. Warne has appeared on CBS, CNBC, CNN, BBC and Bloomberg and has been quoted regularly in such major publications as The Wall Street Journal, the New York Times, USA Today, the Financial Times, Forbes and Fortune. She was invited to participate in 2016 Outlook Panels for USA Today and Fortune. 
 
*Continuing Education credits may be available for certain designations when attending this event.
Registration:                   8:00 a.m.
Networking Breakfast:   8:15 a.m.
Presentation:                  8:30 – 10 a.m.
Cost:

Member Price Per Person:  $20
Member Reserved Table of Ten:  $350
Nonmember Price Per Person: $35

Nonmember Reserved Table of Ten:  $500  


All sponsored tables will receive special recognition at the beginning of the program and have signage at their table.

 

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