Cone & Associates to host free seminar Oct. 23
Free seminar focuses on impact of worldwide energy on investments
Join Cone & Associates, Inc. Financial Planners for a free seminar on Oct. 23 and learn more about the impact of worldwide energy on investments and other energy topics.
Gas prices are fluctuating. Energy sources are changing. But what does this mean for you, and how will it impact your investments? On Thursday, Oct. 23, from 5:30-6:30 p.m., Norm Cone and Anne Crabbe, CFP, of Cone & Associates, Inc. Financial Planners are hosting a free seminar to educate both clients and the public on a variety of energy topics.
Speaker Doug Brown of Cavanal Hill World Energy Fund will be delivering the energy seminar, detailing oil and natural gas exploration and production, opportunities to invest in energy such as renewable and sustainable sources of energy, pipelines, storage and refineries, and how we can respond proactively to the condition of energy.
“The price of oil has dropped in the past couple of months…and there are a lot of reasons behind it that investors aren’t often aware of,” said Norm Cone, branch manager at Cone & Associates, Paso Robles. “You never really get this type of eye-opening info from the headlines and the regular news, so an analysis like this one will prove incredibly valuable for both investors and the general public.”
Analysis of energy trends
Doug Brown of Cavanal Hill World Energy Fund will be delivering the energy seminar on Oct. 23 and will give insight into the international scope of energy trends.
In his seminar, Brown will discuss energy usage and the projection of its usage worldwide, as well as where U.S. and other energy is coming from. Besides the basic information about crude oil and natural gas, Brown will give insight into the international scope of energy trends.
“I feel like information is power, and to have an unbiased, analytical true analysis of energy trends is good for people,” said Anne Crabbe, CFP at Cone & Associates.
“We are fortunate to have found Cavanal Hill, which is based in Oklahoma City, as they have a lot of clients who are in the oil business,” added Cone. “When they offered to come out and put on a free educational seminar for our clients and the public about the state of energy, it was too good to turn down. We thought it was the perfect time and the perfect subject for the investing public. “
Seminar details
The event on Oct. 23, which will be held at the Paso Robles Association of Realtors, 1101 Riverside Ave. in Paso Robles, will begin event sign-in at 5:15 p.m. before the 5:30 seminar. Light refreshments will be served, and notepads and writing utensils will be provided to guests for note-taking purposes.
Those interested can RSVP to the event by calling Renee Athey at (805) 237-6460 or emailing renee.athey@pasowealth.com. Capacity for the event is 100 attendees; early registration is encouraged.
Norm Cone and Anne Crabbe, CFP, of Cone & Associates, Inc. Financial Planners will host the free seminar on Oct. 23.
About Cone & Associates
Cone & Associate, Inc. is an independent financial planning firm based in Paso Robles, delivering personalized service to every client through the utilization of a vast network of behind-the-scenes resources and the dedication of the entire office to your satisfaction.
As a certified financial planner, Anne Crabbe values the importance of education and devotes extra time teaching clients about the nature of investments. Acknowledging that financial planning is more than just investments, she addresses any and all tax concerns and estate planning issues her clients may face. Branch Manager Norm Cone has been a financial advisor in Paso Robles for the last 22 years, beginning his financial planning career in the early 1990s and opening his first financial planning office in 1993. He specializes in working with individuals and small business owners in the areas of retirement planning, investment management, and wealth preservation for future generations.
For more information on Cone & Associates, stop by 935 Riverside Ave., Suite 11 in Paso Robles, call (805) 237-6460, or visit www.pasowealth.com.
