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 21st – Municipal 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 23rd – Retirement: 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 firstname.lastname@example.org.
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.
Company: Robert W. Baird & Co., Inc.