Upcoming Events

Financial Planning Seminar

"Investing in Chaotic Times"

Presented by Michael Cummings

& special guest Robin Davis, CFP®, author of "Who's Sitting on Your Nest Egg?"

The 50 billion dollar Ponzi scheme executed by Bernard Madoff that has recently made headlines should serve as a wake-up call for investors.

While this occurrence may be the most massive in financial history, it is not the first, nor the last time investment fraud has ruined the financial lives of Americans.

CERTIFIED FINANCIAL PLANNER™, Robin Davis says, "There are things investors must do to help prevent this from happening, there are important questions to ask, and certain things investors need to be aware of before handing their money over to anyone".

There are more Madoffs out there. 9 out of 10 financial advisors are salesmen, and finding a competent, ethical financial advisor can be a daunting task, but we have the tools to help.

If you are interested in attending one of our informative seminars, please contact our office at 800.896.5422, and our Wealth Concierge will gladly assist you. Please see our seminar dates and locations below.

Tuesday, February 09, 2010    12pm-2pm       Carrabba's

Tuesday, February 16, 2010    12pm-2pm       Renato's Italian Ristorante

 Thursday, February 18, 2010    12pm-2pm     Carrabba's