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A Future Full of Opportunities - John Hancock 529s
February 7, 2013
Guest Speaker - Jonathan Dacanay
We were so lucky to have Jonathan out here all the way from Boston to go over why 529s are a great investment for your children and grandchildren!
General Market Overview
January 28, 2013
Guest Speaker - Steve Zito, Oppenheimer
We had a packed house for our Market Update with Oppenheimer Funds. Clients were able to ask questions and address their concerns as well as get some information on a new and great investment for many people in our area - MLPs.
If you missed it but would like to meet with Eileen about seeing if a MLP is a good investment for you, call and set up an appointment today!
We had a great seminar and look forward to many more in the upcoming months!
5 Truths Investors Need To Know
October 25, 2012
Guest Speaker - Dixie Green, Invesco
Investment clients were invited to come out and hear Dixie Green from Invesco help to separate the myths from truths when it comes to investing.
Estate Tax Seminar
August 23, 2012
Guest speaker - Kurt Andreason
We had several clients take advantage of our Estate Tax Seminar with Kurt Andreason, a top Estate Lawyer. We went over the tax benefits of Estates and top planning opportunities.
Kurt owns his own law firm in Sugar Land Texas, is Board Certified and a frequent author and speaker on ares of estate tax expertise. He's a member of many charitable organizations and lives near Houston with his wife and three children.