Yes, that’s Kevin O’Leary aka “Mr. Wonderful” from Shark Tank, having lunch with us Friday in Boca Raton.
O’Leary joined us for lunch at the 37th annual conference of the South Florida Financial Planning Association (FPA). He came to talk about his role developing the O’Shares series of exchange Traded Funds (ETFs), investment vehicles designed for long-term investors targeting companies with conservative balance sheets and above-average dividend yields.
Conferences like this help us keep up with financial planning and investment developments most relevant to our clients, and fulfill the continuing education requirements needed to maintain our professional designations.