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Lane County Dental Society Presents:

 

Building Wealth: Integrating the Four Phases of a Dental/Medical Practice - Financial Advice

 

Friday, June 29, 2018
8:30-10-30 am
Collis Wealth Management/ Merrill Lynch

LCC Main Campus

 

LCDS Member Dentist tuition - Free
Non-Member Dentist tuition - $80
Lane County Medical Society Members Special - $40

 

Registration: http://www.lanedentalsociety.org/events-sponsors/event-registration

Follow the Non-member first time users option.

 

Speakers:

Casey McCright started his financial services career in 2008 and has been a Wealth Management Advisor with Merrill Lynch since 2010. Casey’s focus is on retirement planning and investment management. As part of his commitment to excellence in serving clients, Casey McCright is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Chartered Retirement Planning CounselorSM (CRPC®) designation.

Casey received his BS in Business & Economics at the University of Oregon. While living in Denmark, he studied Economics & Finance at The Copenhagen Business School.

Parke Blundon serves as Collis Wealth Management's senior investment professional. He joined Merrill Lynch in 2017, and has over 25 years of investment industry experience as a financial analyst, portfolio manager, and wealth management advisor. During his career, Parke has managed private and institutional portfolios for families, foundations, and institutions. Additionally, Parke has over 10 years of experience as a Financial Analyst covering Consumer Discretion, Financial, and Energy sectors. Parke received a BA in Legal Studies from Pacific Lutheran University. In addition, he is a Chartered Financial Analyst® (CFA®), a member of the CFA® Institute, and a member the CFA® Society of Portland. Parke has also served as a Professor Pro Tem in Finance, teaching Wealth Management to MBA Students at the University of Oregon.

Parke serves as the Board President for The John G. Shedd Institute for the Arts, a nonprofit community arts organization, and is a Board Member of Jasper Mountain Center in Jasper Oregon. Parke is also the founder and rhythm guitarist in the local Blues band, The Blue Roosters.