Pub. 108 2024 Issue 4

www.GoBaker.com | 800.937.2257 Oklahoma City, OK | Austin, TX | Long Island, NY | Salt Lake City, UT | Springfield, IL | Member: FINRA and SIPC For 45 years, The Baker Group has been customer focused and industry responsive, providing honest and insightful guidance to our partners through strategic balance sheet and investment solutions. FEATURED SPEAKER David Rosenberg – President/Chief Economist & Strategist Rosenberg Research & Associates Inc. CELEBRATION SEMINAR Anniversary In honor of The Baker Group’s 45th anniversary, we invite you to our celebration seminar in Scottsdale, AZ. We are looking forward to celebrating this tremendous accomplishment with our clients and friends. Interest Rate Risk and Investment Strategies Seminar November 7-8, 2024 ACCOMMODATIONS A block of rooms is available at JW Marriott Camelback Inn Scottsdale. The special room rate will be available until October 14, 2024 or until the room block is sold out. Hotel price: $329 + $20 resort fee. There is no cost for this seminar. For more information and to register, visit GoBaker.com/arizona/. Call Skoshi Heron at 888.990.0010 for questions. Scottsdale, AZ JW Marriott Camelback Inn Scottsdale 5402 East Lincoln Drive, Scottsdale, AZ 85253 AGENDA Wednesday, November 6 Welcome Cocktail Reception Thursday, November 7 Breakfast, Economist–David Rosenberg, Seminar, Lunch, Seminar, Adjourn, 45th Anniversary Celebration Cocktails and Dinner Friday, November 8 Breakfast, Seminar, Conclusion, Golf Included at the Padre Golf Course WHO SHOULD ATTEND Financial institutions’ CEOs, CFOs, investment officers, board members, and those who are directly or indirectly responsible for financial management functions will benefit from this seminar. 10 hours of Economics and Finance CPE credits will be earned for your attendance. The Baker Group is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.

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