Management workshops set

A series of free wealth management workshops are being offered starting Sept. 12 in Carmel Valley by PlanPrep’s chief strategist Burt Williamson.

Williamson will touch on portfolio management over the long-term, investment real estate issues, income tax diversification, life insurance, estate planning, when to seek advice, cash flow debacles, business continuation and succession issues, retirement income matters and more.

The workshops take place at Torrey Villas Resort Apartments, 11100 Vista Sorrento Parkway in Carmel Valley. They are scheduled for 9 to 11 a.m. Sept. 12, 6 to 8 p.m. Sept. 17 and 9 to 11 a.m. Sept. 26. Reservations are required. Call 259-5436 or
e-mail info@planprep.com.

Related posts:

  1. PlanPrep forms new tie
  2. Crime Report: Carmel Valley
  3. Entertainment Briefs
  4. Wedding planners teach series of how-to workshops
  5. Hotel Listings

Short URL: http://www.delmartimes.net/?p=4997

Posted by on Sep 9, 2009. Filed under Archives. You can follow any responses to this entry through the RSS 2.0. You can leave a response or trackback to this entry

Leave a Reply

Archives

Facebook

Bottom Buttons 1

Bottom Buttons 2

Bottom Buttons 3

Bottom Buttons 4

Bottom Buttons 5

Bottom Buttons 6

LA JOLLA NEWS

RANCHO SANTA FE NEWS

RANCHO SANTA FE NEWS

RSS RANCHO SANTA FE NEWS

  • Free Tennis and PickleBall offered at Rancho Santa Fe Tennis Club during Rancho Days
    Rancho Days is now Rancho Tennis Days at the Rancho Santa Fe Tennis Club. During the 10 days of Rancho Days (Oct. 3-12) the RSF Tennis Club is offering all Covenant-area residents free tennis. This includes many free clinics for all levels, free court time (just sign up at the front desk or call 858-756-4459) and free entry to the end of week mixed tennis to […]
  • Rancho Santa Big Band Orchestra to swing at Village Church
    Big band music blows into the Ranch from 6:30-8:30 p.m. Sunday, Nov. 9, at the Village Church, 6225 Paseo Delicias. The Rancho Santa Fe Big Band Swing Orchestra, a 17-piece outfit led by professor and former president of the San Diego Musicians’ Association Jack Wheaton, featuring producer and trumpeter Dominick Addario, vocalist and events coordinator Marie […]
  • Auditions to be held at Village Church in Rancho Santa Fe for ‘Rented Christmas’ musical
    The Village Church Community Theater recently announced auditions for “Rented Christmas, the Musical,” from 6-8 p.m. Monday, Oct. 6 and Tuesday, Oct. 7 at the Village Community Church, 6225 Paseo Delicias in Rancho Santa Fe. […]