Robin Johnson, Operations Manager
Rozman Wealth Management schedules September informative discussions
Brookfield, Wisconsin, September 7, 2011 — Rozman Wealth Management has scheduled discussions around the current market volatility to share smart investment strategies. Workshops will be held at the corporate offices of Rozman Wealth Management in Brookfield, WI on September 15th, 22nd and 29th at 10:00 a.m. and 2:00 p.m., and on September 20th and 27th at 6:00 p.m.
Kurt Rozman, Fundamental Choice Portfolio Manager and President of Rozman Wealth Management, will lead the discussions on Weathering Market Volatility – Strategies designed to help grow and preserve your wealth. These events are educational in nature and will feature a general discussion of the managed portfolios being used by Rozman Wealth Management.
The current market volatility is near an all-time high, making a buy-and-hold strategy difficult. Learn how a smart investment strategy can help you make the most of market advances and limit your risk during market declines.
Workshops are held at Rozman Wealth Management, 675 N. Barker Road, Brookfield, WI. Reservations will be confirmed and seating is limited. RSVP to Robin Johnson at 262-798-7979 or [email protected]
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. The Fundamental Choice program is not designed for excessively traded or inactive accounts, and may not be suitable for all investors. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services. The minimum account size for this program is $50,000.