Financial Planning Session for Volatile Markets - Professional Fiduciary - Guests are Welcome

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Financial Investing by Gary Neigeborn - Ameriprise 5 Star Customer rating - Fiduciary 
This is not a sales pitch - no participant information will be shared per IEEE policies.   
Guests are welcome please pass on.  A portion of the Lunch is subsidized by LM. 

The location is Le Petite Violette restaurant off Clairmont Rd., Atlanta.  

The session will not discuss detailed tax implications.  Other sessions are being planned Details TBA. 
The presentation will be geared to a wide range of participants, YP to Life members.  

The session will be interactive to ask questions.  Adjustments will be made based on registrations.  Some of the topics that will be presented.  Gary will be available afterwards to address any questions.

 

This is not a sales pitch - no participant information will be shared per IEEE policies.   The session will not discuss detailed tax implications and is intended to be a catalyst to consult an appropriate professional if additional information and advice is required. 

The presentation will be geared to a wide range of participants, Young Professionals to Life members.  Adjustments will be made based on registrations.  Some of the topics that will be presented.  Gary will be available afterwards to address any questions.  Guests are welcome to attend. 

 

• Time value of staying invested
• Market Performance Stocks vs Bonds
• Understanding and Navigating Market Volatility
• Keeping your emotions in check
• Discipline
• Asset Diversification
• Current Market and Economic Conditions
• Assessing your Risk tolerance
• Current market and economic conditions
• Importance of Periodic Rebalancing and Tax Harvesting Strategies
• Required Minimum Deductions      
• Charitable contributions

 

Additional sessions are being planned to build on this topic.  Please let us know if you have other recommendations for events. 

• Tax and Planning

• Wills and Trusts
• Medicare Open Enrollment - Nov

A portion of this Lunch will be subsidized by the IEEE Atlanta Life Member and R3 Societies.

 

 Please select your entrée. 

Salad Maison

Fresh Cut Mixed Greens topped with Heirloom Tomato Parmesan Cheese

Choice of Entrees

Entrees served with Bread and Butter

                                     Boeuf Bourguignon

Tender beef marinated & braised in burgundy wine, pommes purée,

 pearl onions, carrots, mushrooms

Salmon Piccata

Fresh pan –seared Atlantic Salmon topped with a Lemon Caper Sauce

and served over Rice Pilaf 

Chicken Breast Florentine

Pan seared Chicken Breast served on a bed of Rice Pilaf and topped with a

White Wine Cream Sauce and fresh Spinach

Or

Tagliatelle and Fresh Vegetables

Tagliatelle Pasta, Asparagus, Tomato, Mushroom, Parmesan tossed in EVOO

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Strawberries Romanoff or Gâteau au chocolat sans farine

 

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