Join us for another JCI Atlanta General Monthly Meeting with our special speaker Matt Reiner.
Bio of Matt Reiner, CFA, CFP® - As a founding partner and Portfolio Manager, Matt coordinates the Investment Committee and translates the decisions into trades and allocation adjustments within the Wela Models. Matt also serves as an Investment Advisor and the Chief Investment Officer for Capital Investment Advisors (CIA). Outside of work when Matt isn’t spending time with his soon-to-be wife and their puppy dog, you can typically find him on the golf course or coaching his little league baseball team. An avid fan of the Georgia Bulldogs, you can also typically find him in Athens on Saturdays during the football season.
Matt will be discussing money and millennials. The world of large oak tables and stuffy financial offices has to evolve in order to meet the needs and goals of younger and less affluent people. With the development of robo advisors and digital advisors, the industry is crowded with lots of options but little explanation. Matt can discuss what all of the current options are for investors, and how he and his partners developed YourWela.com - a free-to-use online financial platform - to help young people keep a holistic view of their financial well-being.
Guests: $10/Advance; $15/Door