The Financial Planning Association of Greater New Orleans and

The Society of Financial Service Professionals New Orleans Chapter

Invite you a Special Year-End Event

Tuesday, December 11, 2012

Ralph's on the Park - 900 City Park Ave., New Orleans 70119

 

11:00 a.m. - 12:15 p.m.

Leon Rittenberg, III - Partner at Baldwin Haspel Burke & Mayer, LLC Law Offices

Gordon Meyer - Director in the Postiethwaite & Netterville Tax Services Group

     Sunset Tax Provisions / Year End Tax Planning / Critical Tax Issues

 

12:15 p.m.  - 2:45 p.m.  

Kenneth Shell - Vice President, Senior Advisor Consultant, Oppenheimer Funds

     Portfolio Management and the New 60/40

 

12:45 - 2:45 p.m.

Featured Speaker:

David Richman, National Director of Eaton Vance Advisor Institute

     The Charismatic Advisor / Capturing Today's Referable Moments

 

For additonal information, contact Dianne Smith

at (504) 737-0089 or email sfspnola@bellsouth.net