Events
Thursday, May 3, 2012 6:00-8:00 pm *
Whiskey Tasting & Dinner
Hosted by Matthew E. Shaffer, MBA, CFP®
President & Director of Wealth Management, Shaffer Capital LLC
Featuring Lindsay Groom, Republic National Distributing Company
Sponsored by John Bradley, Ivy Funds &
Mersin Capollari, Oppenheimer Funds
Fadó Irish Pub
4022 Townsfair Way, Easton
*Seating is limited. Please inform us of any dietary restrictions.
Planning and advisory services are offered through Shaffer Capital Advisers, LLC., a Registered Investment Adviser and subsidiary of Shaffer Capital, LLC., which are independent entities from Raymond James Financial Services, Inc. Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC.
The services of John Bradley, Ivy Funds, Mersin Capollari and Oppenheimer Funds are independent of Raymond James.
Thursday, March 15, 2012 12:00-1:00 pm *
Principles of Investing:
A Guide to Your Investment Options
Featuring Matthew E. Shaffer, MBA, CFP®
President & Director of Wealth Management, Shaffer Capital LLC
Sponsored by Clayton Hall
Regional Director, Goldman Sachs
Brio Tuscan Grille
Polaris Fashion Place
1500 Polaris Parkway
Columbus, Ohio
*lunch and vallet parking included
Mutual funds and ETF’s are sold by prospectus only. Investors should consider the investment objectives, risks, charges and expenses of an investment company carefully before investing. The prospectus contains this and other information about an investment company and is available from your financial advisor. The prospectus should be read carefully before investing.
Thursday, February 23, 2012 7:00-9:00 pm *
Join us for a Tour of Italy
Enjoy a sampling of Italian red & white wines
Featuring Julie Page from Wine Trends
Wine Tasting Hosted by Shaffer Capital LLC
Sponsored by Lori Calloway, ING Funds & Jack Orwig, Lord Abbett
Giammarco’s
6030 Chandler Court
Westerville, Ohio
*appetizers will be served
Tuesday, January 17, 2012 12:00-1:00 pm
Financial Planning: Taking Control of Your Finances in Uncertain Times
Featuring Matthew E. Shaffer, MBA, CFP® President & Director of Wealth Management, Shaffer Capital LLC
Sponsored by John O’Connell Regional Director, Delaware Investments
Brio Tuscan Grille
Polaris Fashion Place
1500 Polaris Parkway
Columbus, OH
*lunch and vallet parking included
Thursday, November 17, 2011 12:00-1:00 pm
Investor Behavior: Understanding How Your Emotions Can Lead to Bad Investment Decisions
Featuring Matthew E. Shaffer, MBA, CFP® President & Director of Wealth Management, Shaffer Capital LLC
Sponsored by Brian O’Connor Senior Regional Marketing Director, Putnam Investments
Brio Tuscan Grille
Polaris Fashion Place
1500 Polaris Parkway
Columbus, OH
550 Polaris Parkway, Suite 540 | Westerville, OH 43082 | Phone: 614-891-1200 | Toll-Free: 877-891-1213 | Fax: 614-891-7360 | E-mail: info@shaffercapitalllc.com | Map