1st Annual Wealth Advocacy Partners Financial Fairways Open
To benefit The March of Dimes
Monday, July 19, 2010
Hayfields Country Club, Hunt Valley Maryland
10:00am – 6:30pm

Spend a day with three of your closest friends, enjoying a round of golf, amazing food, your own personal video taped instruction with Joe Plecker, a PGA teaching professional and find out just how similar the 7 Deadly Golf Mistakes are to the 7 Deadly Investing Mistakes. A great day to benefit a fabulous charity.
Entry Fee $150 per person
Call to reserve your spot. Space is limited
Susan Eck at 443.212.1131 or seck@wealthadvocacypartners.com

The two most significant individual taxes are the Federal Income Tax and the Federal Estate and gift tax.  Taxes are a significant variable in any type of planning.  It is vitally important to remember that the amount of tax we must pay is determined by the political process, which is highly unpredictable.  Because the estate tax falls on assets, it reduces incentives to save and invest and therefore, hampers growth.

Please join us and Congressman Paul Ryan for a discussion of the most recent changes to the laws and their effects on you.

September 22nd, Pooks Hill Marriott, Bethesda, Maryland.

6:00 – 9:00 PM

 Maintaining the proper form and level of protection is critical to achieving optimum financial balance and success.  The implementation of a sound protection program should come first, and serve as the foundation before all subsequent financial opportunities are considered.

The primary role of insurance is to fully indemnify against losses that, if left uninsured, would otherwise create financial hardship.  Additionally, protection decisions should be properly coordinated with important legal documentation to insure that personal financial objectives may be realized.  The effective use of legal documents maximizes the benefits of available insurance protection.  Don’t miss this critical session to be certain your balance sheet is fully protected.

May 18, 2010 from 6:00-8:00 pm at Wealth Advocacy Partners Office

and

May 19, 2010 from 6:00-8:00 pm at the Sheraton Columbia Town Center

For most investors the Investor’s Philosophy remains undefined and continues over a lifetime.  The first step to operating outside of this cycle is becoming aware of it.  The next step is to define your beliefs about the market and how they work to reveal your personal investment philosophy.  This will lead to your lifetime investment strategy.

                March 18, 2010, 6:00-8:00 PM, Hunt Valley Marriott, Hunt Valley Maryland

March 23, 2010, 6:00-8:00 PM, Sheraton Columbia Town Center