Invite July FNL 15_06.17
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David Trent, CEO With over two decades of money management experience, David Trent has developed the discipline and knowledge to help you build your wealth. After seven years as an investment representative with two major firms, David became inspired to start his own company focused on unbiased, objective money management service. In early 1996, David founded Trent Capital Management, Inc. (TCM), a Registered Investment Advisory firm, based in Little Rock, AR. TCM is fully independent and all client accounts are held at Charles Schwab. In 1985, David graduated from Southern Methodist University (SMU) in Dallas, Texas with a B.S. in Mathematical Science. David has had great success in navigating clients through multiple market declines and facilitated disciplined investing during two of the worst Bear Markets (2000-2002 and 2007-2009) in U.S. history. Adam D. Reid, JD, LLM Adam is a tax, estate planning and corporate law attorney who enjoys helping his clients meet and exceed their individual, family and business goals. A native of Chicago, Adam graduated from law school in 2008 with an LLM in tax. He practiced law in Chicago before moving to Little Rock in 2011, with his wife Alexis and their dog Milo. He now heads the Barber Law Firm PLLC’s Tax and Estate Planning Practice Group and is a member of its Business and Corporate Law Practice Group. Adam is an active member of several national, state and local bar associations, as well as several nonprofit community organizations. Additionally of note, Adam was named as one of the “Best Trusts & Estates Lawyers in Little Rock” by Little Rock Soiree in 2012, and as a “Super Lawyers Rising Star” by Super Lawyers in 2014 & 2015, an award given to less than 2.5% of attorneys in the state. Stephanie Glass, Financial Analyst Stephanie Glass, Financial Analyst, has been in the financial services industry for over four years and offers ten plus years in business management, marketing and client relationships. Prior to joining Trent Capital Management (TCM), Stephanie was a Partner/Licensed Life and Health Agent with Asset Protection Wealth Management. You Are Cordially Invited to Attend Building An “All Weather” Portfolio Join us for dinner at
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Transcript of Invite July FNL 15_06.17
David Trent, CEOWith over two decades of money management experience, David Trent has developed the discipline and knowledge to help you build your wealth. After seven years as an investment representative with two major firms, David became inspired to start his own company focused on unbiased, objective money management service.
In early 1996, David founded Trent Capital Management, Inc. (TCM), a Registered Investment Advisory firm, based in Little Rock, AR. TCM is fully independent and all client accounts are held at Charles Schwab.In 1985, David graduated from Southern Methodist University (SMU) in Dallas, Texas with a B.S. in Mathematical Science. David has had great success in navigating clients through multiple market declines and facilitated disciplined investing during two of the worst Bear Markets (2000-2002 and 2007-2009) in U.S. history.
Adam D. Reid, JD, LLMAdam is a tax, estate planning and corporate law attorney who enjoys helping his clients meet and exceed their individual, family and business goals. A native of Chicago, Adam graduated from law school in 2008 with an LLM in tax. He practiced law in Chicago before moving to Little Rock in 2011, with his wife Alexis and their dog Milo. He now heads the Barber Law Firm PLLC’s Tax and
Estate Planning Practice Group and is a member of its Business and Corporate Law Practice Group.Adam is an active member of several national, state and local bar associations, as well as several nonprofit community organizations. Additionally of note, Adam was named as one of the “Best Trusts & Estates Lawyers in Little Rock” by Little Rock Soiree in 2012, and as a “Super Lawyers Rising Star” by Super Lawyers in 2014 & 2015, an award given to less than 2.5% of attorneys in the state.
Stephanie Glass, Financial AnalystStephanie Glass, Financial Analyst, has been in the financial services industry for over four years and offers ten plus years in business management, marketing and client relationships. Prior to joining Trent Capital Management (TCM), Stephanie was a Partner/Licensed Life and Health Agent with Asset Protection Wealth Management.
You Are Cordially Invited to Attend
Building An “All Weather” Portfolio
Join us for dinner at
The Trent Capital Management team cordially invites you and another guest to
attend our presentation and complimentary dinner at Trio’s Restaurant.
Building An “All Weather” PortfolioHosted By:
David Trent, Founder & CEO of Trent Capital Management
Main Topics:• Build an “all weather” portfolio using No Load Funds or ETFs• Avoid the trap of “rear-view mirror” investing• Stay on track when markets are volatile• Closer views on Selected Funds’ Top Companies
Estate Planning Tips by Adam Reid, JD, LLM:• Probate and estate planning fundamentals• Techniques to help avoid disputes, taxes & other headaches• The importance of beneficiary designations
Growing Money Since 1996!You’ll gain real insight into managing your portfolio
and acquire information you can really use.Don’t miss this unique opportunity!
Don’t miss out on hearing Estate Planning tipsfrom our Guest Speaker!
Please note: we reserve the right to decline any reservation.
Reserve Your Seats Today
Please Call 501-868-7772 (24 Hours) There is no cost to attend.
However, seating is limited and reservations are required 24 hours prior to the event.
Dates, Times and Location8201 Cantrell Road
Suite 100Little Rock, AR 72227
Dinner Dinner Tuesday, July 14th – OR – Thursday, July 16th 6:00 p.m. 6:00 p.m.
A complimentary dinner will be served promptly following the presentation.
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