Rozman Wealth Management: Launches free financial education program for local community, Rozman University
Matt Chisum / Melissa Barrero Cognito
+1 310 246 9530
• Rozman Wealth Management schedules over 100 workshops for 2012
Brookfield, Wisconsin – February 6, 2012 — Rozman Wealth Management, an independent wealth management firm with more than $200 million in assets, today announced the launch of Rozman University, a free financial education program designed for members of the local community. Current clients are also encouraged to attend.
Kurt Rozman, Fundamental Choice Portfolio Manager and President of Rozman Wealth Management, and his team will hold workshops at the firm’s headquarters, presenting a different topic each month, including:
February: Charitable Gifting* – Tuesdays
March: Special Market Report & Portfolio Update – Tuesdays and Thursdays
April: Minimizing the Risk of Identity Theft – Wednesdays
May: Six Easy Steps to an Effective Estate Plan* – Tuesdays and Thursdays
“Our mission is to educate community members and current clients in the areas that impact their financial lives,” said Kurt Rozman. “Rozman U will present informative workshops designed to inspire attendees to achieve true wealth. We are dedicated to providing first-class service and it is our hope that local residents will attend the workshops that interest them.”
Attendance is open to all interested parties, however seating is limited. To register call 262-798-7979 or visit http://www.rozmanwealth.com for the complete workshop schedule.
* Wells Fargo Advisors Financial Network does not render legal or tax advice.
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About Rozman Wealth Management
Rozman Wealth Management is an independent wealth management firm based in Brookfield, WI. Rozman’s innovative private wealth management service includes both a deep understanding of client goals along with the constant changes in the financial markets. The firm’s dynamic investment planning process provides constant monitoring and focuses on the growth and protection of the client’s investment portfolios. Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC. Rozman Wealth Management is a separate entity from WFAFN. For more information, visit http://www.rozmanwealth.com.
About Wells Fargo Advisors
With $1.1 trillion in client assets as of September 30, 2011, Wells Fargo’s brokerage businesses comprise 15,188 full-service financial advisors and 3,590 licensed bankers. This vast network of advisors, one of the nation’s largest, serves clients through offices in all 50 states and the District of Columbia. Wells Fargo Advisors is the trade name used by two separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company: Wells Fargo Advisors, LLC and Wells Fargo Advisors Financial Network, LLC (members SIPC). Statistics include other broker-dealers of Wells Fargo & Company. http://www.wellsfargoadvisors.com
About Wells Fargo
Wells Fargo & Company (NYSE: WFC) is a nationwide, diversified, community-based financial services company with $1.3 trillion in assets. Founded in 1852 and headquartered in San Francisco, Wells Fargo provides banking, insurance, investments, mortgage, and consumer and commercial finance through more than 9,000 stores, 12,000 ATMs, the Internet (wellsfargo.com and wachovia.com), and other distribution channels across North America and internationally. With more than 270,000 team members, Wells Fargo serves one in three households in America. Wells Fargo & Company was ranked No. 23 on Fortune’s 2011 rankings of America’s largest corporations. Wells Fargo’s vision is to satisfy all our customers’ financial needs and help them succeed financially.