Investment Strategies – Personal Financial Planning Seminar

UW Foster School of Business Executive Education Seminar Investment Strategies April 7, 2009, 7:30-9:00am This case driven course will discuss the importance of asset allocation in a successful investment strategy. We will also focus on investment planning and research, as well as the types of specific investments that are critical in the current volatile investment…

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Retirement Planning – Spotlight February 2010

http://www.producersweb.com The February Spotlight on Retirement Planning discusses findings from Hewitt Associates indicate that 80 percent of companies that suspended or reduced their company match to employee 401(k)s are planning to restore it this year; the fact that economists estimate that, as baby boomers enter retirement in 2019, health care costs will reach $4.5 trillion,…

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