On Tuesday, September the 25th, Mark Posey of Heartland Investment Services spoke to a group of Westerville residents and business owners about the “Fundamentals of Investing”. The session started with a 5:15 pm “meet and greet” and the formal presentation beginning at 5:30 pm.
Heartland Spotlight Series – Helping you Grow, Protect and Manage Your Assets
Mark began the evening by familiarizing everyone with the basic terminology of investing and different investment products. He also discussed the condition of the US Economy and equity markets. During his presentation Mark stressed three important fundamentals for all investors:
First - Set specific goals for your investments and financial plan
Second – Accurately determine your risk tolerance.
Third - Work with a financial advisor to create an asset allocation that best fits you risk tolerance and investment needs.
The group also discussed the impact of low interest rates to the economy and local businesses. They also discussed the impact current events, and recent Fed actions could have on their portfolios. Mark also shared some of the alternative strategies and investments he is using to help his clients lower the volatility in their portfolios and generate more income.
Mark Posey joined Heartland Investment Services in the fall of 2007. Mark has been in the financial services industry since early 2002 with prior stops at Waddell & Reed Financial Services and Chase. Currently, Heartland Investment Services manages $43,000,000 for their clients. Mark graduated from Otterbein College with a degree in Political Science and still lives in Westerville with his wife Stephanie. Mark is an active member and officer of Blendon Lodge #339 in Westerville and is the President of the Lambda Gamma Epsilon alumni association.
"For over 100 years, our community bank has been building relationships with our clients. Our core mission is to provide services that promote the economic growth and well-being of individuals and businesses within our communities," stated G. Scott McComb, Chairman, President and CEO of Heartland Bank.
Events in the Spotlight Series are designed to benefit both small businesses and consumers. Bank, insurance and investment experts will present short and informative seminars on topics such as:
- Spotlight on Business Insurance – Are you really protected?
- Spotlight on Basic Investing – Are you building for the future?
- Spotlight on Electronic Banking – Can you bank from home?
- Spotlight on Merchant Services – How quickly can you accept a payment?
Spotlight events will be hosted in each local market, several times during the year. Heartland Bank feels that the Spotlight Series adds value to the relationship with their clients. Our next event is scheduled for October 23rd at our Reynoldsburg Office on Merchant Services. This is an evening session, with meet and greet scheduled for 5:15 pm, and the presentation starting at 5:30 pm.
If you’re interested in registering for the October 23rd event, or reviewing any of the other scheduled Spotlight Series sessions, stop by our Spotlight Series page. There you’ll be able to review the upcoming events and reserve your spot. We look forward to seeing you at an upcoming Spotlight Series events and helping you grow, protect and manage your assets.