Financial Planning/ Investment Education
Steve Wisniewski, CFP®, Partner-Wealth Management of Rubin Brown LLP will speak on Financial Planning/Investment Education
Steve Wisniewski is a Partner in the Wealth Advisory Services Group at RubinBrown. Steve provides financial and investment advisory services for clients.
Steve comes from a background in commodity trading and risk management. Before joining RubinBrown, Steve was the Senior Relationship Manager of a national wealth management services firm.
Steve has a BS in Chemical Engineering from the University of Missouri - Columbia
Topics of Presentation:
- Capital Markets and Economic Update
- Investment Education
- The Retirement Formula
- Financial Planning Education
Check-in/Network 5:00 p.m.
Dinner 6:00 – 6:45 p.m.
Presentation 6:45 – 8:00 p.m.
Menu: Harvest Salad, Chicken Florentine and Roast Pork Loin, Au Gratins, Vegetable Medley with Fresh Baked Rolls and Butter, Coffee, Tea and Water. A Selection of Dessert Bars & Brownies.
Cost: $20.00 AIChE Local Section Members, $10.00 for Students, all others $25.00
Please RSVP by email to email@example.com by December 4th (Tuesday of the prior week), If you have questions, you may call Bob Gale at 314-478-4774. Any cancelations must be received by December 4th or you will be billed for the dinner.