Events
Upcoming Events
Investing With Insight
Artificial Intelligence ۰Cryptocurrency ۰Behavioral Finance
Artificial intelligence has captured the minds of the public and investors, conjuring images of a futuristic world completely reshaped by intelligent machines. Overhyped? Probably. Even more opportunities ahead? Also, probably true.
Featuring Special Guest Ally Davis, CFA
Ally Davis, based in Boston, MA, is currently a Wealth
Management Consultant at Capital Group. Ally holds a
Bachelor of Science in Financial Management from the
University of Arkansas. She is a Chartered Financial Analyst,
awarded by the CFA Institute, a designation given to
someone who demonstrates a deep
understanding of investment analysis, wealth management, and the delicate balance of financial strategy. Ally will speak to us about the pros/cons of Bitcoin, AI and other trend focused investments and how Capital Group thinks of them in a portfolio.
When: Thursday, June 26th 2025 , 5pm
Place: FPA Office 519 American Legion Hwy
Westport, MA 02719 or Virtual
To RSVP, please contact: Ruth Chicca
ruth@fpa-online.org
508-636-6521
It all starts with a Conversation…Let’s Talk.
If you need help planning for your future, we're here for you.
Write Us:
info@fpa-online.org
Our Business Hourss:
Mon-Tue: 9 am - 6 pm
Wed-Thu: 9 am - 5 pm
Fri: 9 am - 4 pm
- Loading stock data...