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
Whether your view is Democratic, Republican, Independent, Conservative Liberal
PLEASE JOIN US
Leonard Raskin of Wealth Advocacy Partners
Robert Bender of Aronson & Company
Congressman Paul Ryan
Or
Congressman Chris Van Hollen
For a private Town Hall Meeting
Come hear about Health Care Law & the current state of income tax and estate tax
$50.00 per person
Congressman Paul Ryan (R-WI)
September 22, 2010
Pooks Hill Marriott
5151 Pooks Hill Road Bethesda, Maryland 20814
6:00 pm – 7:00 pm
Or
Congressman Chris Van Hollen (D-MD)
Date TBD
Pooks Hill Marriott
5151 Pooks Hill Road Bethesda, Maryland 20814
6:00 pm – 7:00 pm
Exclusive reception on each evening from 5:00-6:00 pm
(coat and tie attire please)
Event co-chairs $2,400 per person
Event co-sponsor $1,000 per person
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.
Each of us has our own set of values and beliefs. One way that we express values is through financial decisions. Think of it this way: when financial decisions align with values, we experience a very real sense of satisfaction and contentment. However, when we struggle, worry, experience buyers’ remorse, or suffer over money, it’s very likely that our financial choices are inconsistent with our inner value system.
This is why, no matter what financial decision you are facing, the first step is to define your values. Discovering your True Purpose for Money can pave the way for long-lasting satisfaction and fulfillment regarding financial decisions.
Written by Michelle Matson for the female investor.
Come and enjoy this presentation by Michelle that will show you how the idea of investing and saving for retirement can be simple, fun and doable for women of all ages. Come listen to the many stories and examples that boil complex issues into understandable and entertaining education about money and investing.
This is an event not to be missed. Both events last year were completely sold out!!!
Learn the ins and outs of preparing for your child’s college education. Learn how to work within the system, conquer the process and make the application process enjoyable for both you and your child. Find the money sources using other people’s resources to educate your child. Become aware of the best options for college funding should the other peoples money not be available.
Join Wealth Advocacy Partners and our college planning experts for a panel discussion and Q&A on this most important topic.
Spend 2 hours with Wealth Advocacy Partners and learn how to: identify current investment expectations, clarify common investor illusions about investing, understand the relationship between expectations and results, examine breakdowns that lead to investor disappointment , explore reality-fix scenarios that lead to reachable expectations and establish clear and appropriate investing expectations. This session is not to be missed.
June 22nd at Wealth Advocacy Partners, Sparks, Maryland
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
From the time we first become aware of money, we begin to develope individual and specific beliefs about it. We create that belief in a moment and then unknowingly continue to make decisions based on those beliefs. Locked within each of us these beliefs are deeply rooted and without defeating them, they can lead to significant inappropriate money decisions. When you bring your Money Demons to the level of awareness, you can defeat them and create new beliefs that lead to different actions and outcomes. Be here for this most intense discovery of your truths about money.
