Seminar Calendar
Please mark your calendars for the upcoming client events. If you have any questions about upcoming events feel free to contact claire@marsjewett.com for more information. Below you can see seminars we have hosted in the past: American Realty Capital REIT, February 16th, 2011 & June 16th, 2011 PeterM. Budko, Chief Investment Officer for American Realty Capital, will explain how his company has structured their portfolio in light of today’s real estate market. Miles Gordon, April 27th, 2011 Over the years Miles has provided outstanding insight into ever-changing investment markets. Drawing upon research, history, and his extensive career Miles will explain the investment environment of today. He hopes to help our clients better understand current concerns and opportunities. Resource Real Estate Opportunities REIT Seminars, January 26th & 27th, 2011 Resource Real Estate has managed money for institutional investors for 20 years. Kevin Finkel, President and Chief Operating Officer,will present the risks and opportunities involved in real estate investing. Furthermore, he will explain the internal operations of his REIT. Economic Update with Miles Gordon, November 10, 2010 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. The Long View: Climbing the Wall of Worry, September 16, 2010 Carl Platou, Senior Vice President for American Funds will give us a shareholder update. Please join us in person or on the web if you can! Topics of his presentation will include; historic look at market rallies and their staying power, global economic indicators which continue to show signs of recovery, why large companies may represent opportunity for investors, and currency’s impact on international investing. Capital Market Insights with Claus te Wildt, May 12, 2010 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. 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 Conversion – Is it Right for You? April 30, 2010 Due to high interest in our last seminar we’ll be hosting an additional meeting to discuss Roth Conversions. Julie Hendrickson, attorney from the Advanced Markets division of our Broker Dealer, will be in town to share her insights. She’ll present case studies which will help illustrate the opportunities and cautions investors should consider when deciding if a Roth conversion is appropriate for their family. Roth Seminar Hosted in Washington & Arizona, March 2010 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 to Traditional IRAs where contributions are made tax free but distributions are taxed as ordinary income. Glenn Mars and Scott Jewett will explain what has changed 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. Market Update, November 9, 2009 Miles Gordon of Fidelity Investments, Formerly the CEO of Financial Network, will share his insights on our current market condition. Over the years Miles has provided outstanding insight into ever-changing investment markets. Drawing upon research, history, and his extensive career Miles will explain the investment environment of today. He hopes to help our clients better understand current concerns and opportunities. 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.
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