Contacts: Matthew Chisum / Melissa Barrero
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• Rozman Wealth Management releases March through May 2012 workshop topics
• Kurt Rozman awarded “Premier Advisor” designation from Wells Fargo Financial Network
Brookfield, Wisconsin, March 21, 2012 — Rozman Wealth Management, an independent wealth management practice with more than $150 million in assets, today announced the continuation of Rozman University, a free series of workshops designed to help expand the financial education of the regional community as well as the practices’ current clients.
During the next three months Kurt Rozman, President of Rozman Wealth Management, and his team will present on the following topics:
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. It is our hope that the community will attend the workshops that interest them and bring a guest to join us in learning.”
Rozman has been associated with Wells Fargo Advisors Financial Network for 11 years and has over 20 years of experience in the brokerage industry. To qualify for the Premier Advisors Program at Wells Fargo Advisors, financial advisors must demonstrate a high level of production and a commitment to professional service. The Premier Advisor Program represents the best of the best of advisors at Wells Fargo Advisors.
“The Premier Advisor designation is a reflection of Kurt’s commitment to offering sound, objective, professional advice and high quality service,” said John Peluso, President of Wells Fargo Advisors Financial Network. “He consistently demonstrates an understanding of his clients’ goals and a desire to develop investment plans and strategies designed to achieve those goals. We are proud that a financial advisor of Kurt’s high caliber is associated with our firm.”
To register – call 262-798-7979, visit www.rozmanwealth.com or email firstname.lastname@example.org. Seating is limited. Classes held at Rozman Wealth Management. Dates for April and May workshops will be released in the coming weeks.