Jul 152011
 

Join us at Portage Country Club for “Wealth Talks with Paula”. This is an interactive discussion focused on current financial topics providing insights and solutions.

Thursday, July 21stMunicipal Bond Market: The reality is brighter than the headlines. Marc Crigger, Vice President, Blackrock

  • Is the worst behind us?
  • Expectations for remainder of 2011

Municipal bonds are not suitable for all investors, especially for those in lower tax brackets.

Wednesday, August 23rdRetirement: Where do you go from here? Marla Brennan, Retirement Consultant, Vice President, Allianz

  • Retirement has changed and so has your role in preparing for it
  • Explore strategies used to protect your retirement assets

Each event will be 5:30 pm – 7:30 pm at the Portage Country Club – in the Portage Room, 240 N. Portage Path, Akron (330.836.4994).   Complimentary cocktails and hors d’oeuvres will be served.

R.S.V.P. Seating is limited.  Please reply to Amy Vaccaro at 330.664.5500 or avaccaro@rwbaird.com.

These events are intended for investors with investible assets of $200,000 or greater, and who are interested in exploring advanced financial strategies for managing wealth.

SPONSORED BY:

Company: Robert W. Baird & Co., Inc.

Phone: 330.664.5500

Email: pchesser@rwbaird.com

Website: www.paulachesser.com

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