facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause


How To Invest In Today's Market

Date: March 10, 2022

Time: 7:00 - 8:30 pm

Location: Atascadero Pavilion on the Lake, 9315 Pismo Ave., Atascadero, CA 93422


Rothman Investment Management invites you to an educational seminar on “How to Invest in Today’s Market”.  We will discuss the current market environment and offer some ideas for investing to protect assets while also trying to grow capital.  We will also introduce CNL Strategic Capital as one potential tool in an integrated financial plan.  The cost is free, but registration is required.  A dessert buffet will be served.  This event is for clients and friends of Rothman Investment Management and their guests. No products will be sold at the event. People who are interested in learning more about anything presented can set up a one-on-one meeting.

Rothman Investment Management is proud to introduce our special guest, Steph Laflamme, of CNL Securities Corp.

CNL Strategic Capital is a direct participation program with a unique investment strategy that seeks to provide monthly income along with long-term growth. This event will provide our clients information to consider regarding private capital investing, including the potentially meaningful benefits of owning companies alongside operating management teams in durable, private U.S. businesses.

More information can be found at www.cnlstrategiccapital.com.

Signup here

If you experience difficulty registering, please email jake@rothmaninvest.com with your information, or use the Contact Us feature on the website to give us your information.  Thank you for your understanding.