The RTP CFO Forum meets Thursday, December 15, 2022 (MORNING IN-PERSON MEETING)

The RTP CFO Forum will hold
its next monthly meeting on Thursday, December 15, 2022

The Forum provides a peer-to-peer
networking opportunity for approximately 250 CFOs and similar senior financial
executives to learn practical solutions to the challenges they face.

PLEASE NOTE: This is an in person meeting with a morning time!

Please RSVP to Jessica Smith
by Wednesday, December 14, at 919.232.5991 or email rsvp@rtpcfos.com

7:30 a.m. – 8:00
a.m.   Networking

8:00 a.m. – 9:00
a.m.   Program 

Meeting
Location:  Hughes Pittman & Gupton, LLP • 1500 Sunday Dr. • Suite 300
• Raleigh

Topic: Managing
Volatility in a Down Market

Program
Objective: The speakers will be discussing strategies to help navigate through
volatile markets and introducing investments designed to help buffer down-side
risk.

Speakers: Steven Katzenstein & Jennifer McKinnon, CFP, Financial
Advisors of HPG Wealthcare Advisors, LLC

Please join us the morning of Thursday,
December 15^th, at the offices of Hughes Pittman & Gupton, where
Steven Katzenstein and Jennifer McKinnon of HPG Wealthcare Advisors, LLC will
be discussing strategies to help you navigate through the volatile markets and
introduce investments designed to help buffer the down-side risks. The agenda
will be as follows:

·        
Introduction of HPG Wealthcare
Advisors, LLC.

·        
Bear Market Investing and
Historical Recovery Patterns

·        
Investing with Buffer Exchange
Traded Funds (ETF’s)

·        
Questions

·        
Conclude

Steven
D. Katzenstein, Financial Advisor, HPG Wealthcare Advisors, LLC

Education and
Professional Affiliations

• Bachelor of Science in Business
  Administration from the University of South Carolina
• Member of the Financial Planning
  Association

Licenses

• Securities: FINRA Series 6, 7,
  63 & 65 Exams
• Insurance: Life, Accident and
  Health,Variable Life & Annuity, Medicare Supplement, Long-Term Care

Jennifer
A. McKinnon CFP, Financial Advisor, HPG Wealthcare Advisors, LLC

Education and
Professional Affiliations

• Bachelor of Arts in International
  Economics and Business from Westminster College
• Bachelor of Arts in Spanish from
  Westminster College
• CERTIFIED FINANCIAL PLANNER™

Licenses

• Securities: FINRA Series 7 and
  66 Exams
• Insurance: Life, Accident and Health,
  Variable Life & Annuity, Medicare Supplement, Long-Term Care

About
the RTP CFO Forum:

The
RTP CFO Forum serves approximately 250 CFOs and similar senior financial
executives in the greater Raleigh, Durham, and Chapel Hill region. The Forum
provides interactive networking and discussion of technical and strategic
topics in a secure environment created exclusively for senior-level peers,
sparking new ideas and practical solutions to pressing issues. The combination
of relevant speakers and topics with opportunities to build professional
networks enables its members to grow and thrive.  CPE is provided on
select topics. To learn more, visit http://www.rtpcfos.com/.

Please
note that the RTP CFO Forum is typically scheduled for the third Thursday of
every month alternating between morning and afternoon meetings (7:30 a.m. – 9 a.m. and 4 p.m. – 6 p.m.).. Attendance is limited to CFOs or senior
financial professionals in similar positions.

The
RTP CFO Forum is sponsored by Hughes Pittman & Gupton, LLP.  For more information, please contact us.