2009 Investor Breakfast | 2009 Investor Breakfast | | Print | |
2009 Investor BreakfastSaturday, October 17thDoubletree Hotel 18155 Bluemound Road, Brookfield, WI 53045 Breakfast at 8:30amPresentations begin at 9am
All clients should make every effort to attend this event to gain a greater understanding of your investments. Also, please feel free to bring two people whose financial future you care about.
Given our time in history and the dramatic changes to the global financial and economic landscapes, these might be the most important presentations about your money that you have ever been invited to.
Speakers and Topics this year will be:
Craig Schneider, Professional Insurance Services, Inc. Healthcare Risk Management
Dan Boxley, Regional Vice President of Jackson National Life Using Variable Annuities to Create and Protect Retirement Income
Kirk Spano, Annex Wealth Management, LLC and SII Investments, Inc. The Next Ten Years in the Economy and Investing: Opportunities in Uncertainty
RSVP Required by Wednesday evening, October 14th Send RSVP to This e-mail address is being protected from spam bots, you need JavaScript enabled to view it or call 414-617-6669
Please remember to visit my letters section for my monthly analysis and commentary on the economy and our investment strategies
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