Seminar Calendar

 Please mark your calendars for the upcoming client events.  If you have any questions about the upcoming events feel free to contact claire@marsjewett.com for more information.

 

 

Below you can see seminars we have hosted in the past:

Capital Market Insights with Claus te Wildt, May 12, 2009

Claus te Wildt is a Senior Vice President and head of Investment Consulting Services for Fidelity Investments. Claus joined Fidelity as an Investment Director in January of 2006. From 1997 to 2003, Dr. te Wildt worked for GT Global and Dresdner RCM in various senior and executive positions. He also led his own advisory firm which operated similar to a Hedge Fund. Dr. te Wildt began his professional career at Bain & Company in Boston. He received an MBA from the University of Colorado and a PH.D in Finance from the University of Kiel in Germany. We are honored and excited to have the opportunity for Dr. te Wildt to speak to you, our valued clients and friends. He will be sharing his insights of the current economy and investment markets. We encourage you to take advantage of this truly exceptional occasion.

Roth Seminar Hosted in both Washington & Arizona, March 2009
Laws have changed which historically limited certain investors from taking advantage of Roth IRAs. Roth IRA contributions are taxed when put into an account but qualified distributions can be taken tax free. This is opposite Traditional IRAs where contributions are made tax free but distributions are taxed as ordinary income.   Glenn Mars and Scott Jewett will explain what has changes and explain scenarios where a Roth conversion may be appropriate.    This seminar will take place at our offices in Bellevue as well as the Mariner’s Spring Training facility in Peoria, Arizona. It is ideally suited for those who interested in learning about when a Roth conversion strategy is appropriate.

 

Economic Update with Dr. Bob, December 3, 2009
Mr. Froehlich, affectionately referred to on Wall Street as “Dr. Bob,” is highly regarded by the financial industry as a dynamic and entertaining lecturer. He is one of the industry’s most sought after speakers as evidenced by more than 1,000 speaking requests per year. Dr. Bob currently serves as Senior Managing Director at The Hartford where he serves two primary functions. His primary role is to provide insights on the economy and markets through investment commentaries, public appearances, and media visibility. Secondly, he is responsible to help to shape The Hartford’s retail investment approach as an officer for The Hartford Mutual Funds. Dr. Bob is also a published writer with numerous investments books including “Investment Megatrends.” We are thrilled for this opportunity and sincerely hope you can join us.

 

Economic Update with Miles Gordon, November 10, 2009
Miles Gordon is the former President and CEO of Financial Network Investment Corporation. A student of history, Mile’s does an excellent job contrasting our current market situation to past events.   We find his insights to be educational and encouraging.   This seminar is ideally suited for those who are anxious about the economic future and are nearing retirement.

 

Open House & Alzheimer’s vs. Normal Memory Loss, September 26, 2009
All Clients, as well as family & friends, are invited to come learn the difference between Alzheimer’s and normal age-based memory loss. A special guest speaker from the Alzheimer’s Association will be present. We are hosting this seminar in our new office space and will have a complimentary breakfast set up before and after the seminar for you to enjoy.   This seminar is ideally suited for retired clients, and their adult children, who are interested in how health challenges may affect your family’s financial plan. 

 

Ned Davis Research & MFS, September 14, 2009
Brian Mars will present our capital markets outlook using Ned Davis Research, an independent financial research firm which provides unbiased investment research to global investors. We will are also privileged to have Joe McDougal, portfolio manager of MFS Value, in attendance. Joe will share his insights as a professional investor on the current investment environment and outline his investment selection criteria.    

 

 

 

 

The Long View: Climbing the Wall, September 16, 2010 11:30-1pm

Carl Platou, Senior Vice President for The American Funds Company, will address our clients and share his company's insights toward the global economy and current investment environment.  American Fund's experienced research team provides meaningful guidance amongst today's markets.  This seminar will be hosted at our office in Bellevue.  In addition we will offer a live webinar to those who cannot join us in person.

If you would like to join us in person or via the web please email claire@marsjewett.com to reserve your place.