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money management

Stack Financial Management
2472 Birch Glen, Suite A
Whitefish, MT 59937
Toll Free: 800-790-5001
Fax: 800-798-6889
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Media & Events


NOW is the time to register and make your plans to attend the 2018 MoneyShow Orlando to be held February 8-11, 2018 at the Omni Orlando Resort at ChampionsGate. We cordially invite you to join the Stack Financial Management (SFM) Portfolio Management Team at one –or all– of their educational and informative workshops:

Women on Wealth (WoW)
How Top Financial Advisors Protect and Grow Portfolios
Panel with Annell Danczyk
Thursday, February 8, 9:45am–10:25am
Includes FREE sit-down breakfast (pre-registration is required)

Risk Management: The Missing Ingredient in Passive Investing
with Annell Danczyk, Brian Lazorishak, Joe Laszewski
Friday, February 9, 12:30pm–1:15pm (Osceola E)

“Safety-First” Stocks for a Gold-Medal Portfolio
with Annell Danczyk, Brian Lazorishak, Joe Laszewski
Friday, February 9, 6:00pm–6:45pm (Osceola E)

Managing Your Portfolio in This New Era
with Annell Danczyk, Brian Lazorishak, Joe Laszewski
Saturday, February 10, 8:15am–9:15am
Master Classes Paid Event (pre-registration is required)

Stack Financial Management will also host a private Hospitality Room in Poinciana A on Thursday, February 8 (12:00pm–5:00pm), Friday, February 9 (8:30am–4:30pm), and Saturday, February 10 (9:30am–1:30pm), to meet with clients, as well as InvesTech subscribers interested in learning more about SFM’s money management services. Portfolio Managers Annell Danczyk, Brian Lazorishak, Joe Laszewski, and Zach Jonson will be available for private consultations; however, availability is limited. Please call 1-800-790-5001 today to reserve your meeting time.

This is one event you definitely won’t want to miss! For complete details and to register for FREE admission, call MoneyShow toll-free at 1-800-970-4355 – or visit www.moneyshow.com. (Please be sure to mention priority code 044263.)

Please Note: James Stack will be a featured speaker during The 29th Forbes Cruise for Investors from Perth to Sydney, Australia, February 5-17, 2018. Cabins are selling out fast! Call 1-800-530-0770 or visit Stack.ForbesCruise.com for more information.


Please review Important Disclosure Information

Investments reside at an independent custodial institution. The client maintains free and clear ownership of portfolio assets at all times.
sfm@stackfinancialmanagement.com