We are grateful to our clients who joined us at BFSG Investors’ Forum & Luncheon in Newport Beach at Balboa Bay Resort for in-depth discussions on geopolitics & globalization with Matt Gertken of BCA Research, innovations in medicine with Dr. Jeffrey Golden of Cedars-Sinai, and how blockchain works and the basics of cryptocurrencies with BFSG’s own Steven Yamshon, PhD, and team. Check out how fun and informative the forum was by watching a short 3-minute video here. We look forward to seeing you again in 2023!
BFSG Investor’s Forum & Luncheon
*Please Note: Limitations. The scope of services to be provided depends upon the terms of the engagement, and the specific requests and needs of the client. BFSG does not serve as an attorney, accountant, or insurance agent. BFSG does not prepare legal documents or tax returns, nor does it sell insurance products. Please Also Note: Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended and/or undertaken by BFSG) or any financial planning or consulting services, will be profitable, equal any historical performance level(s), or prove successful.