Following Michael’s twenty years of service in the United States Air Force where he retired as a Master Sergeant and Superintendent of an analysis department he's now worked in the financial services profession since 2005. His approach centers largely on client education and interaction. This approach allows clients to be part of the decisions rather than bystanders. Michael utilizes his experience to develop strategies designed to protect assets from market volatility, customize portfolios to align with the individual goals and constraints, and assist clients with life’s many unknowns as they arise.

Special guest and FAVOB leadership member and financial advisor Michael Von Berg gives insight for a successful transition into 2021!

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Agenda:

4:00 - 4:30 pm Open Networking

4:30 - 5:00 pm Financial planning in 2021 with Michael Von Berg, MBA Financial Advisor

5:00 - 5:30 pm Open Networking