Getting Financially Fit in 2012
Ted Rice, CIMA, Senior Portfolio Manager, Merrill Lynch San Francisco
Kerry P. Curtis, Ph.D., Professor Emeritus, Ageno School of Business, Golden Gate University; Board Member, Commonwealth Club Board of Governors- Moderator
Was your New Year’s resolution to get your finances and investments in order? Rice, a 30-year investment veteran and expert in investing in troubled times, will share strategies (and secrets) to take a fresh look at the investment landscape and find those rare opportunities to grow your nest egg. Where are the investment opportunities in these volatile times? How can you avoid tax penalties to your retirement accounts? There is no silver bullet to protect you from the economic rollercoaster, but Rice will provide a long-term strategy to help achieve and maintain financial fitness.
Location: SF Club Office
Time: 5:30 p.m. networking reception, 6 p.m. program
Cost: $20 standard, MEMBERS FREE, $7 students (with valid ID)