Annual Client Appreciation Program to be Held on Thursday, November, 13 2014

Our focus this year will be…

Technology Trends and Security

• SBC (Generation Next Technology)

• Identity Theft and Cyber Security

• Data Deluge – Rise of Big Data

With Alice Fricke

• Economic and Market Outlook

With John Canally


Hors D’oeurves, soft drinks, and coffee will be served. 

Your Hosts for the Evening Are:

  • Scott G. Holley, President, SBC
  • Patrick B. Morrow, VP, SBC, ChFC
  • Erin N. Pentz, Director of Portfolio Management, SBC
  • Carson M. Shadowen, Senior Wealth Advisor, SBC


You will not want to miss our special guest speakers:

Alice Fricke serves as a Client Portfolio Manager on the Global Equity and Emerging

Markets Equity Teams. In this capacity, Alice is responsible for articulating the investment

philosophy, process, strategy and performance of those teams at Oppenheimer Funds.


John Canally is Senior Vice President and Economist at LPL Financial. In this role, Mr.

Canally plays an integral part in the development and articulation of LPL Financial market

and investment strategies. Mr. Canally has been quoted in many national publications, such

as USA Today, Washington Post, and TIME magazine, and is a guest on national business

television and radio, including NPR, CNBC, Bloomberg TV, and FOX Business News.


WHEN: Thursday, November 13, 2014 • 6:00pm – 8:30pm

WHERE: The Willows

6729 East Westfield Blvd., Indianapolis, IN 46220 

RSVP: Please RSVP by November 6, 2014

either by emailing

or calling (317) 848-4744.


Scott Holley, Patrick Morrow, Erin Pentz, and Carson Shadowen are registered representatives

with and offer securities through LPL Financial. Member FINRA/SIPC.

*The economic forecasts set forth in the presentation may not develop as predicted and

there can be no guarantee that strategies promoted will be successful.