Representatives with OPIS Asset Management, LLC will be the guest speakers at the next installment of St. Barnabas’ Smart Money Series, set for 2 p.m. Thursday, Nov. 15 at The Village at St. Barnabas, 5850 Meridian Road. Speakers include Michael Bshero, CPA, Annette Kosmowski, CPA and Charles M. Laverty, Jr., ASA, CBA, CFFA of the OPIS Asset Management, LLC, New Castle office. Their topic will focus on “Using Fixed Income in Your Portfolio.” Their discussion will include:
- Learning about the OPIS Asset Management Investment Philosophy.
- Evaluating the inherent benefits and risks.
- Discovering how fixed income can help meet investment objectives.
Affiliated with Carbis Walker, OPIS Asset Management, LLC provides investment management to individuals, families and corporations with the goal of pursuing long-term financial objectives. The Smart Money Series is designed for financial experts to educate St. Barnabas residents and the public about timely topics. There is no charge and refreshments will be served. For further information, contact Allyson Sveda, Director of Planned Giving, at 724-444-5508 or firstname.lastname@example.org.
About St. Barnabas:
St. Barnabas Health System is the largest health care concern of its kind in Pennsylvania and offers service apart from the ordinary in a faith-based, non-denominational setting. Tracing its heritage back to 1900, the system serves approximately 900 inpatients and residents, plus 35,000 outpatients and home care clients. The health system is composed of the
St. Barnabas Communities, a continuing care retirement community including The Village at St. Barnabas, The Washington Place at St. Barnabas, The Woodlands at St. Barnabas and White Tail Ridge; St. Barnabas Clinical Services, including St. Barnabas Nursing Home, St. Barnabas Medical Center, Valencia Woods at St. Barnabas and The Arbors at St. Barnabas; and St. Barnabas Charities, the fund-raising arm, which includes the Kean Theatre and Rudolph Auto Repair.
St. Barnabas Health System, Media Relations, 5850 Meridian Rd., Gibsonia, PA 15044-9667