Wealth Management   |   Retirement Planning   |   Tax Planning   |   Fiduciary Services   |   Cleveland, Akron, Canton, Ohio

True Wealth Coaching Series

October 29, 2011

What:  "Market Update & Portfolio Changes" and "Understanding Your Quarterly Report"              

We will be reviewing what has been going on in the investment markets and outline changes we will be making to the True Wealth Design Structure Portfolios, which we utilize firm-wide. In addition, we'll go over the quarterly performance report and walk through how to easily understand it.

When:  Saturday, October 29, 2011 @ 10:00am - 11:30am (doors open at 9.30am)

Where:  3777 Rosemont Boulevard - Fairlawn, Ohio 44333 - 330-666-1121

Food & Drink:  A continental breakfast buffet with bagels, danish, muffins, juices, coffee, and tea will be made available.

RSVP:  Please be sure to make your reservation by Wednesday, October 26th. You can register by clicking the link below or by calling Stacey Stuchal at 330-777-0688.

Dress:  Casual. Jeans are okay too. Halloween costumes for the daring.

Please register today and feel free to extend an invitation to a friend, family member, or co-worker that you'd like to help better understand investment planning. We look forward to seeing you there!

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