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Tuesday, August 19, 2008 < Back  |  Print  |  Normal  |  Large  |  Refresh


Financial Planning Seminar Series
2008: Event - Basic investing, 401(k) saving, IRA maximizing, and managing retirement risk seminar series


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Basic investing, 401(k) saving, IRA maximizing, and Managing Retirement Risk

LMLA is sponsoring a financial planning seminar workshop in association with Morgan Stanley and financial advisor, Terry Williamson.

This workshop is being held in two sessions. The afternoon session will accommodate 2nd Shift and is held from 12 – 2 p.m. The evening session is from 5 p.m. – 7 p.m. (updated time). Both sessions are in LMRA Meeting Room #3 (Falcon Room), 3400 Bryant Irvin Road.

  • Tuesday, April 8: Basics of investing    
    Guest Speaker: Ken Ward – vice president, Oppenhiemer Fund   
    Download event flyer
  • Thursday, April 17: Saving through your 401(k)
    Guest Speaker: Kellie Elder – vice president, Morgan Stanley                                   
    Download event flyer
  • Thursday, May 1: Getting the most from your IRA  
    Guest Speaker: Rob Kuhn – regional vice president, ING Annuities                    
    Download event flyer
  • Thursday, May 15: Manage Retirement Risk & Annuities
    Guest Speaker: Louis Astudillo – regional vice president, AXA Investments    
    Download event flyer

COST: $20 members; $25 non-members. This fee covers all four classes in each session. With the economic volatility that we are currently experiencing in the stock market due to the sub-prime mortgage foreclosures, you can’t afford to miss this financial workshop. Refreshments and cookies will be provided.

To reserve your space, contact Karen Graham at ext. 72182. Karen will be collecting seminar payments at Bldg: 4 Flr: 1 Col: 71CX or send checks to LMLA at Mail Zone: 6201…please indicate seminar title on check. For additional information, contact Mary Arbuckle at ext. 37393 or Bill Arbuckle at ext. 58441.



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