Robin Johnson, Operations Manager
Rozman Wealth Management releases March through May, 2012 workshop topics
Brookfield, Wisconsin, March 8, 2012 — Rozman Wealth Management has launched Rozman University, a service that the practice offers in order to help expand the financial education of its current clients and the regional community.
During the next three months, Kurt Rozman, Fundamental Choice Portfolio Manager and President of Rozman Wealth Management, and his team will present:
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 *
“The mission of Rozman University is to advance knowledge and educate clients and the community in the areas that impact their financial lives,” said Kurt Rozman. “Rozman U presents informative workshops designed to inspire attendees to achieve true wealth through education, communication, and the company’s dedication to first-class service. It is our hope that the community will attend the workshops that interest them and bring a guest to join us in learning.”
To register – call 262-798-7979, click http://www.rozmanwealth.com or email [email protected]. Seating is limited. Classes held at Rozman Wealth Management. Or sign up anytime at http://www.rozmanwealth.com for the complete workshop schedule and a convenient way to reserve your seats.
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.
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About Wells Fargo Advisors
With $1.1 trillion in client assets as of December 31, 2011, Wells Fargo’s brokerage businesses are comprised of 15,263 full-service financial advisors and 3,548 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