When
July 23, 2009 05:30 PM
Where
Scioto Country Club
2596 Riverside Drive
Columbus, OH 43221
Details
Find out how taking a more flexible approach can help you manage the short term while staying focused on your long-term goals. It’s a different approach to planning that can help you prepare for changes in the markets.
Following our feature presentation, we will host a panel discussion focusing on current market conditions and market outlook.
UBS Financial Services Inc. host and speakers:
The Ruff-D’Herete Investment Group
George E. Ruff
Senior Vice President–Investments
David P. D’Herete
Financial Advisor
Wealth Advisor
Advisory & Brokerage Services
Panelists:
Jim Bechtel, Director, Assurance & Business Advisory Services
Robert M. Stutz, II, Director of Consulting Services
GBQ Partners LLC
Bob Barnett, Jr., Managing Partner
Jane Higgins Marx, Family Wealth and Estate Planning
Carlile Patchen & Murphy LLP
Terry Pettorini, Regional Marketing Director
The Hartford Mutual Funds
Joshua Alderman, Director–Advisor
Diamond Hill Investments
5:30 – 6:00 p.m.
Cocktails and hors d’oeuvres
6:00 – 7:30 p.m.
Presentation and panel discussion
Contact
Sara Robertson, Marketing Manager
srobertson@gbq.com
(614) 947-5223