Upcoming Events
Our unique educational and appreciation events have become a tradition for Econ Wealth Management clients. Please RSVP to Brandi Berwager, Client Relations Specialist, at (717) 545-5870 or bberwager@econwealth.com.
ALZHEIMER'S AWARENESS COFFEE CLUB
February 14, 2012 - 9:30 a.m. at EWM Office
Special guest Sarah Keene, an Education & Outreach Coordinator for the Alzheimer's Association, will present the seminar "Know the 10 Warning Signs: Early Detection Matters." We hope you will join us for this informative coffee club!
This event is educational in nature. No company-specific products will be discussed. The views expressed by Sarah Keene are her own and do not necessarily reflect the opinion of Econ Wealth Management, Wells Fargo Advisors Financial Network or its affiliates. Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member FINRA/SIPC. Econ Wealth Management is a separate entity from WFAFN.
WEBINAR/CONFERENCE CALL - ECONOMIC & PORTFOLIO UPDATE FOR PIM CLIENTS ONLY
February 16, 2012 - 6:00 p.m. - Please visit the Portfolio Commentary tab to see the invitation and instructions for joining the event.
Join us for our first-ever webinar and conference call! This event is designed to keep PIM (Private Investment Management) clients up-to-date on our portfolio strategy and current economic conditions. Our own Portfolio Consultant, Shawn Berwager, will lead the discussion. Steve Economopoulos, Managing Principal & PIM Portfolio Manager, will also provide tax considerations for your portfolio in 2012.
Econ Wealth Management does not provide tax or legal advice.
Investment and Insurance Products:
NOT FDIC-Insured > NO Bank Guarantee > MAY Lose Value
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