Wealth Management Forum

Winter Outlook: Where do we go from here? What should we be doing now?

When

December 03, 2009 05:30 PM

Where

The Longaberger House
Sanders Grand Lounge
2200 Olentangy River Road
Columbus, OH 43210

Details

Planning for 2010 and beyond

We cordially invite you to an interactive discussion about the current state of the economy and strategies for the months ahead. Our guest speakers will include local tax, legal and investment advisors. They will provide insightful commentary on market conditions, pending legal and tax issues, and pertinent actions that can be taken now. Hosts and panelists will also be available for general questions and answers throughout the evening.

5:30 – 6:00 p.m. Cocktails and hors d’oeuvres
6:00 – 7:45 p.m. Panel discussion and Q & A

Panelists
Tim Schlotterer, CPA
GBQ Partners, LLC

Robert B. Barnett, Jane Higgins Marx & David S. Jackson
Carlile Patchen & Murphy LLP

Terry Pettorini
The Hartford Mutual Funds

Troy Mosconi
AllianceBernstein

Hosted by
UBS Financial Services Inc.

Contact

Sara Robertson, Marketing Manager
srobertson@gbq.com
(614) 947-5223

Register for this Event


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