Crisis: what it taught us and how we can find our way again

Has the financial crisis shaken your confidence and put your financial goals on hold?

When

July 21, 2009 05:30 PM

Where

GBQ Training Room
230 West Street
Suite 700
Columbus, OH 43215

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

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