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
YOU ARE WELCOME TO BRING A GUEST.
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 firstname.lastname@example.org
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.