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Professional Development Meeting

February 13, 2013
5:00 PM - 8:00 PM

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English Hills
1200 Four Mile Road NW
Grand Rapids, MI 49544
Venue Website

5:00 PM Registration/Networking

6:00 PM Dinner

7:00 PM Presentation

Wanda E. Falk, Associate Vice President and Financial Advisor for Morgan Stanley Smith Barney will present: 

Ten Proven Strategies

  • 1. Know where you stand today
  • 2. Be prepared for emergencies
  • 3. Insure for the unexpected
  • 4. Reduce debt
  • 6. Invest for the long term
  • 7. Asset allocate and rebalance
  • 8. Dollar cost average
  • 9.Contribute the max to retirement plans
  • 10.  Seek expert advice

Seven Reasons to Contact your Financial Advisor

  • 1. Getting married
  • 2. College education for children
  • 3. Getting divorced
  • 4. Lost your job
  • 5. Medical health issues
  • 6. Inheritance
  • 7. Retirement


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$28.00 Member Registration

$35.00 Non-Member Registration

$15.00 Student Member Registration

$15.00 Student Non-member Registration

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