Men's Spirituality
Spring 2010
This
program has already taken place this spring.
We leave this information so you can see the kinds of programs we offer. |
Adjusting to Our Changing Finances According to Our Values
With the changing economy, many of us are not where we thought we would be in this stage of our lives. As the value of savings and investments has declined, our standard of living and our options may have shifted. In this new reality, how can we create a better construct in which to operate? Yes there has been loss. Perhaps it is time now to think about what we have gained.
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PRESENTER: Ross Levin is the founding principal of Accredited Investors Inc. His book, The Wealth Management Index (McGraw-Hill/Irwin), provides a framework for advisors to assess and manage their clients’ plans and goals. He launched and for two years edited the CCH Journal of Retirement Planning and his columns appear regularly in the Journal of Financial Planning and the Star Tribune. Levin speaks frequently on financial planning, asset management and helping clients reach their objectives. |
WHEN: Wednesday, February 3, 7:15-9 am, includes continental breakfast
COST: $25
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