Presented by Matthew Harvey, CEO of Harvey Wealth Management
Matt Harvey is CEO of Harvey Wealth Management, LLC a financial planning and investment management firm located in Valparaiso, IN. He is a graduate of Indiana University’s Kelley School of Business (B.S. Accounting, 2003), completed professional development courses at DePaul University (Financial Planning, 2011), and holds the Accredited Investment Fiduciary designation (AIF®) in addition to multiple securities and insurance licenses. HWM serves retirees and pre-retirees with a minimum of $500k in retirement savings.
Matt will be joined by Kevin Voorhees specialist with BlackRock.
Proudly hosted on Zoom by the Calumet Chapter of the IMA (a not-for-profit association of accountants and finance professionals in business serving Northwest Indiana and Southern Suburbs of Chicago Illinois). The IMA is the exclusive sponsor of the CMA: “It makes all the difference.” Join us on
Tuesday March 30, 2021 at 6 p.m. CDT
In order to qualify for the 1 hour of CPE you will be required to answer polling questions during the length of the presentation. Everyone is welcome. To register and receive the zoom link please email Jim Thomas at email@example.com This will be the email used to respond to the polling questions. Please pass along.
The IMA is the exclusive sponsor of CMA certification "CMA it makes all the difference”