Meeting/Event Information
PDMs are usually held on the 2nd Wednesday of each month.
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Note: Reservations for PDMs on the website are usually turned off in the morning before the event to print name tags. You will still be allowed to attend, but will be loaded to the system later on as a walkin.
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| Professional Development Meeting |
February 13, 2013 5:00 PM - 8:00 PM |
English Hills 1200 Four Mile Road NW Grand Rapids, MI 49544 Venue Website
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| Wanda E. Falk, Associate Vice President Morgan Stanley Smith Barney |
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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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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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Execution & Control of Operations April 23, 2013 6:00 PM to June 18, 2013 9:00 PM New Horizons Learning Center 630 Kenmoor Ave, Suite 201 Grand Rapids, MI 49546 CPIM Education Class - CP585
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Master Planning of Resources May 13, 2013 6:00 PM to July 15, 2013 9:00 PM New Horizons Learning Center 630 Kenmoor Ave SE, Suite 201 Grand Rapids, MI 49546 CPIM Education Class - CP575
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Board Meeting - June June 14, 2013 5:00 PM to June 15, 2013 4:00 PM Kettunen Center Tustin, MI RSVP to Danielle Campbell, CPIM
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