Good communication in a time of uncertainty is key. The goal with our workshops is to educate in those areas that generate the most client questions.
Minneapolis, MN (PRWEB) September 30, 2009
White Oaks Wealth Advisors, Inc will host a quarterly market outlook session on Thursday, October 15 from 5:00 - 7:00 pm. Bob Klosterman, President and founder of White Oaks Wealth Advisors will present and speak on the topic of "2008 To-date and Beyond". Some key points Bob will speak to are: recession post mortem, key strategies and indicators, asset class review, special situation opportunities and year end planning.
Bob Klosterman states, "These sessions are geared for our clients and their friends - a low key discussion on relevant topics." Sharon Bloodworth, Partner and CEO of White Oaks Wealth Advisors comments, "Good communication in a time of uncertainty is key. The goal with our workshops is to educate in those areas that generate the most client questions."
This session will be held at The Minneapolis Club, 729 Second Ave S, Minneapolis, MN 55402. (Complementary parking is available in The Minneapolis Club ramp on 8th St.) Beverages and Hors D'oeuvres will be served. The RSVP deadline is Monday, October 12. Reservations can be attained by contacting Micki Larson at White Oaks Wealth Advisors.
White Oaks Wealth Advisors, Inc. is a private, fee-only wealth management firm within Minneapolis, MN that specializes in simplifying the complexities of wealth for upper net worth individuals. The firm offers an advisory team with over 60 years of experience in areas such as retirement planning, investment advice and management, estate planning, tax planning, stock option exercise, charitable gift planning, qualified plan distribution planning, and many other issues that individuals face in meeting and achieving their financial security goals. White Oaks Wealth Advisors, Inc. has been honored by having team members listed on the "Top 250 Financial Advisors" by Worth Magazine, Top Dog's by Bloomberg Wealth Manager, "5 Star Advisor" by Paladin Registry, "WiserAdvisor.com", "Best 150 Advisors for Doctors" by Medical Economics and "100 Top Advisors" by Mutual Funds Magazine.