MAINTAINING YOUR LIFESTYLE THROUGH RETIREMENT

With men and women living longer, it has become more important to monitor and manage retirement assets prior to retirement. This NEW seminar, presented by Dean Scarpa (First Vice President of Investments with UBS Financial Services, Inc.) was designed to help individuals interested in management and maintaining retirement assets so that they are able to live the lifestyle that they choose. Several different types of pension plans, management styles, mutual funds, bonds and other vehicles will be discussed. This is a user-friendly seminar; no questions are too simple and all questions will be answered during class time. SEMINAR INCLUDES A FREE PERSONALIZED FINANCIAL GOAL ANALYSIS FOR EACH STUDENT! Note: Minimum Number Of Students Required To Run Seminar.

 

(W-4) Tuesday: 2/5/08 AND 2/12/08

7:00-8:30 pm

William H. Ross III School

Advanced Registration Required