Wealth Management Institute, Ltd. Announces Summer "Town Hall" Meetings Schedule
C. Cameron Bell, MAS, CFP, Executive Director of Wealth Management Institute in Gaithersburg, MD released today the schedule for the Institute's summer "Town Hall" Series:
Gaithersburg, MD (Vocus/PRWEB ) June 5, 2009 -- C. Cameron Bell, MAS, CFP, Executive Director of Wealth Management Institute in Gaithersburg, MD released today the schedule for the Institute's summer "Town Hall" Series:
June 23rd @ 6:30 PM
Basic Bond Investing featuring guest speaker Danny Cohen from John Hancock Investments
Budgeting 101 featuring speaker Cameron Bell
Holiday Inn, 2 Montgomery Village Ave, Gaithersburg, MD 20879 301.948.8900
July 21st @ 6:30 PM
Commercial Real Estate featuring guest speaker Eric Wolf from Dividend Capital
Surviving in tough times featuring speaker Cameron Bell
Morgan's American Grill, 11717 Old National Pike, New Market, MD 21774 301.865.8100
August 18th @ 6:30 PM
A Personal Recovery Guide featuring guest speaker David Kleiman from Hartford Funds*
The "New Normal"; What's Different Now featuring speaker Cameron Bell
Holiday Inn, 2 Montgomery Village Ave., Gaithersburg, MD 20879 301.948.8900
"These Town Hall meetings are an excellent way to share ideas and thoughts among our clients," Bell says. "Our featured guest speakers are prepared to answer questions on their topic of expertise." "We hosted a couple of these town hall meetings last fall when the financial collapse was happening," said Roberto Azevedo, Client Records Manager/ Marketing Coordinator for Wealth Management Institute, LTD. "We found that these Town Halls were extremely well received by our clients and guests. The venue proved to be a warm, informal and welcoming experience," added Azevedo.
To register, please call Roberto Azevedo at 800.223.0292 or e-mail roberto.azevedo@wealthmanagementpro.com 2 business days prior to the event. Food and beverages will be available at each town hall meeting.
About the Wealth Management Institute
Wealth Management Institute is a comprehensive financial planning and investment advisory firm in Gaithersburg, Maryland whose mission is to help clients realize their life milestones through customized investment strategies. Led by Certified Financial Planner Cameron Bell, Wealth Management Institute has mastered a small but diverse array of investment strategies that provide clients with a strategic and effective approach to wealth management that increases opportunity while minimizing risk. Services include comprehensive financial planning, money management and retirement planning for individuals, as well as business plan design and contribution planning services for businesses. Cameron Bell may be reached at (301) 926-7276 or via e-mail at Cameron.Bell@Wealthmanagementpro.com
Securities and investment advisory services offered through FSC Securities Corporation, Member FINRA/SIPC and a registered investment adviser. Branch address is 702 Russell Ave., Suite 405; Gaithersburg, MD 20877. 301.926.7276. Additional advisory services offered through Wealth Management Institute, Ltd., a registered investment advisor not affiliated with FSC Securities Corporation.
For more information on mutual funds, or to request a prospectus for a specific product, please contact me at (301) 926-7276. The prospectus contains specific information about the investment objectives and specific risks and expenses associated with these products. Investors should read the prospectus and consider these costs and investment objectives before investing or sending money. Investors should be aware that there are risks inherent in all investments, such as fluctuations in investment principal. With any investment vehicle, past performance is not a guarantee of future results.
*See attached document for Personal Recovery Guide bullet point topics.
Personal Recovery Guide Bullet Points
The economic decline has been both swift and severe.
| | - The Down Jones industrial average1 fell about 34% last year.2
- The beginning of this year saw another 20% drop.3
- Investors have lost an estimated $10 trillion. 4
|
No one can predict with certainty how long a down turn will last, or when the seeds of recovery will take root. And although a severe recession can test the resolve of even the most seasoned investor, it's important to remember:
| | - Historically, after every past recession the market has gone on to hew highs.
- Financial decisions should not be made on emotion.
- Successful long-term investing should be based on your goals, tolerance for risk, and investment time frame.
|
The Personal Recovery Guide is provided by Hartford Investments.
1 The Dow Jones Industrial Average is an unmanaged, price-weighted index 30 of the largest and lost widely held stocks trade on the NYSE. It is not available for direct investment. PAST PERFORMANCE IS NOT INDICATIVE OF FUTURE RESULTS.
2 1/1/08 – 12/31/08, Morningstar, 2009
3 As of 2/2009, Morningstar, 2009
4 "Waiting for the Bull to Return," BusinessWeek magazine, 3/16/09
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