Robin Rozman, Director of Operations
Rozman Wealth Management publishes April, 2013 workshop sessions
Brookfield, Wis., April 18, 2013 — Rozman Wealth Management launched Rozman University in 2012, offering more than 100 successful classes during the year. This service, which was well-received by both clients of the firm and residents of the area, offers financial and wellness workshops in order to expand the education of its current clients and the regional community.
During the month of April, Kurt Rozman, Fundamental Choice Portfolio Manager and President of Rozman Wealth Management, and his team will host:
“Top Tips So You’re in the Know when Planning a Bucket List Vacation” – guest speaker Sue Adams of GetAway Travel Service, Hartland – April 23 at 6:00 pm.
“How to Plan a Multi-Generational Trip of a Lifetime” – guest speaker Lisa Hoppe of Hoppe Travel, Wauwatosa – April 25 at 10:00 a.m.
“Retirement Readiness” – April 30 at 6pm
“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, President of Rozman Wealth Management. “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.”
Sign-up is easy – simply call 262-798-7979, click www.rozmanwealth.com or email [email protected] Seating is limited. Classes are held at Rozman Wealth Management. Sign up anytime at www.rozmanwealth.com for the complete class 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.
The views expressed by guest speakers are their own and do not necessarily reflect the opinion of Wells Fargo Advisors Financial Network or its affiliates.
# # #