Investment Seminars - March 15 and April 19

LEAD Class w/ teacher

2011-03-03

Tuesday, March 15, 2011  

6:00-8:00 p.m.
Griffin 268, 269, 270
Topic: “Investment Themes for 2011”


Speakers:

  • Melissa Powelson ’06, ’07 Wealth Management Advisor, Chartered Retirement Planning Counselor, Certified Special Needs Advisor with Merrill Lynch Wealth Management
  • Jeff Gouhin, Chartered Retirement Planning Counselor, Certified Special Needs Advisor with Merrill Lynch Wealth Management
  • John M. Russo, Vice President with Fidelity Investments

Tuesday, April 19, 2011
6:00-8:00 p.m.
Griffin 268, 269, 270
Topic: “Social Security Planning”


Speakers:

  • Melissa Powelson ’06, ’07 Wealth Management Advisor, Chartered Retirement Planning Counselor, Certified Special Needs Advisor with Merrill Lynch Wealth Management
  • Jeff Gouhin, Chartered Retirement Planning Counselor, Certified Special Needs Advisor with Merrill Lynch Wealth Management
  • Pete Armstrong, Divisional Vice President with SunAmerica
  • John LaMotte, Staff Assistant/State Liaison with the Social Security Administration

Admission is free. Refreshments will be served. Please RSVP to Tiffany Pirwitz at (614) 251-4274 or by e-mail, pirwitzt@ohiodominican.edu