Contact: Jared Bessert, 608/298-9008, MadVest@sbcglobal.net
Date/Time: Wednesday, May 16, 2012, 6:00 p.m. (Check-in begins 5:30 p.m.)
LOCATION: Sequoya Branch of the Madison Public Library, 4340 Tokay Blvd., Madison, WI, 53711, 608/266-6385. The new Sequoya Branch of the Madison Public Library is located in the Midvale Shopping Center, about half way between the Beltline and University Avenue. Enter the library from either Tokay Blvd. or from the center’s parking lot.
Topic: “Portfolio Strategy: Strategic and Tactical”
Speaker: Andrea Paff, certified investment management analyst, Droster Team, RBC Wealth Management
Cost: No charge, FREE and open to the public.
Summary: Andrea Paff will explore what has happened in the recent markets, ask if the traditional portfolio management approach still works, and discuss market trends and how they might be used to increase performance in your portfolio.
Come to our May 16, 2012, meeting to:
- Learn about historic market trends.
- Learn how to increase performance through tactical allocation.
- Talk about secular and cyclical market cycles.
- Discuss strategic and tactical management techniques.
To learn more about The Droster Team at RBC Wealth Management and our speaker, visit: www.rbcwmfa.com/thedrosterteam.
Andrea Paff completed her undergraduate degree at the University of Wisconsin–Stevens Point, her master of arts at Michigan State University, and her Juris Doctorate at the University of Wisconsin–Madison Law School. She holds the certified investment management analyst (CIMA) designation. She began her career in the securities industry in 1992, providing wealth management and investment consulting services to individuals and businesses. She has managed portfolios for business owners, retirement plans, a bank trust department, and individuals seeking tax-efficient and competitive risk-adjusted returns.
Mutual Fund Subgroup
Contact: Brian Harden, 414/347-5546, email@example.com; or Karen Hager 262/255-2849
Date/Time: Wednesday, May 23, 2012, 6:00 p.m.
LOCATION: Brookfield Library, 1900 North Calhoun Rd., Brookfield, 262/782-4140. Take I-94 to the Moorland Road north exit. Go past the Brookfield Mall and turn west (left) on Blue Mound Rd. Go one mile to Calhoun Rd. and turn north (right). Go two miles north. The library is on the east (right) side, next to City Hall.
Topic: “Quarterly Market Update”
Speaker: Phillip Holahan, regional planning consultant, Fidelity Investments
Summary: Phillip Holahan works with clients to plan for all aspects of their investment lives and conducts local seminars on retirement income planning, wealth management solutions, and quarterly market updates on the state of the economy. He holds a bachelor’s in business administration in finance from the University of Wisconsin. This meeting will cover replacement fund picks for our growth portfolio and a discussion of the international portfolio, with small group breakout sessions to study international mutual fund candidates.
Cost: FREE—No pre-registration necessary, guests welcome.
Future Meetings: Wednesday 9/26 and Thursday 11/29, 2012. All meetings are the 4th Wednesday of odd-numbered months except for November; no meeting is scheduled in July.