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

Time:  

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 rpgale@charter.net 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.