Retirement planning dinner seminar

Map Unavailable

Date(s) - March 27, 2013
6:30 PM - 9:00 PM

Okra's Cajun Creole Restaurant

Contact Info:
7033303100 [email protected]

Category(ies) No Categories

2013 Seasons of the Economy Dinner Seminar

Margaret Swinney with Rosenthal Wealth Management Group cordially invites you to her newest seminar “Seasons of the Economy”. This dinner seminar will be held on Wednesday March 27th at Okra’s in Manassas registration starts at 6:30 with dinner and presentation 7:00. The attire is business casual and dinner is complimentary with no entry fee and runs concurrently with the presentation. Come and join us for discussions on:

  • Changes in market conditions and volatility
  • US and International trends
  • Our suggestions on multigenerational legacy planning
  • Steps to consider when building a financial plan
  • Prudent retirement and investment planning steps
  • Tax-effective wealth accumulation strategies
  • Tax –efficient retirement distribution
  • How current world news may affect your investments
  • Strategies designed for  volatile markets
  • Our perspective on emerging markets
  • And more!

To make reservations for you and your guests, please simply click the “REGISTER NOW!” links below or please call Jim at 703-330-3100 or email [email protected] to RSVP.

Due to the importance of the subject matter we are sure you will want to bring your friends, family and anyone whose financial future you care about, so please make your reservations early.

March 27th  at 7pm
Okra’s Cajun Creole Restaurant

9110 Center ST