Broker Check
21 Feb
WizdomOne Lunch and Learn with Pacer Financial


Lunch and Learn
Sponsored by 
Dave with Pacer Financial

Dave will be covering the following:

  1. Tax-efficiency- ability to move between equity and t-bills in a tax-efficient manner.
  2. Risk Management- moved to t-bills in Q4 2018 to lock in client gains.
  3. Cash off the sidelines- helping teams move $ into the market without taking on all equity risk.

Date and Time

Fri, Feb 21, 2020

12:00p - 1:30p EST


The WizdomOne Group

1377 Motor Parkway
Suite LL1
Islandia , NY 11749


Lunch will be served.

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