CFA Society Maine

A Member of the CFA Institute Global Network of Societies

 Millennials to Boomers: Better HNW Planning by Generation

Speaker: Mike Van Wyk from Capital Group

About the speaker: Mike Van Wyk is a senior market research manager at American Funds, part of Capital Group. He has 20 years of industry experience and has been with Capital Group for two years. Prior to joining Capital, Mike was director of global strategy development and advanced research methods at Procter & Gamble. He holds an MBA from the University of Texas in Austin and a bachelor's degree in horticulture from Michigan State University. Mike is based in Los Angeles.

FREE for Members and Guests

Date:  Friday, April 26, 2019

Time: 12:00-1:00 PM 

Location: Portland Regency Hotel, 20 Milk St., Portland, ME

Register Here

 Why Choose a Charterholder?

No credential is as widely regarded in the global financial industry for its rigorous focus on current investment knowledge, analytical skill, and ethical standards as the Chartered Financial Analyst (CFA) designation. CFA charterholders recognize that trust is key to building a strong client-adviser relationship and are bound by the highest ethical standards — the CFA Institute Code of Ethics and Standards of Professional Conduct.​

Selecting a wealth adviser is not a decision to be taken lightly. Wealth is complex, all-encompassing and touches all facets of life—from family to career, hopes to fears, and goals to needs. In a complicated world, having a CFA charterholder on your side who is confident, ready for tomorrow, and completely committed to your interests is A Difference That Matters™.
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 CFA Society Maine

CFA Society Maine promotes ethical and professional standards within the investment industry, encourages professional development through the CFA Program, and facilitates the open exchange of information and opinions. Our members are committed to shaping an investment industry that serves the greater good and always placing our clients'​ interests above our own.
Read More About the Society

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 About CFA Institute

CFA Institute is a global, nonprofit member organization of financial analysts, portfolio managers, and other investment professionals.

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