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February 13, 2013

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
Wanda E. Falk, Associate Vice President Morgan Stanley Smith Barney

$28.00 Member Registration

$35.00 Non-Member Registration

$15.00 Student Member Registration

$15.00 Student Non-member Registration

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

 

Future Meetings

April 23, 2013

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
 

May 13, 2013

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
 

June 14, 2013

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