Financial Investing by Gary Neigeborn – Ameriprise 5 Star Customer rating – Fiduciary
This is not a sales pitch – no participant information will be shared per IEEE policies.
Guests are welcome please pass on. A portion of the Lunch is subsidized by LM.
The location is Le Petite Violette restaurant off Clairmont Rd., Atlanta.
The session will not discuss detailed tax implications. Other sessions are being planned Details TBA.
The presentation will be geared to a wide range of participants, YP to Life members.
The session will be interactive to ask questions. Adjustments will be made based on registrations. Some of the topics that will be presented. Gary will be available afterwards to address any questions.
This is not a sales pitch – no participant information will be shared per IEEE policies. The session will not discuss detailed tax implications and is intended to be a catalyst to consult an appropriate professional if additional information and advice is required.
The presentation will be geared to a wide range of participants, Young Professionals to Life members. Adjustments will be made based on registrations. Some of the topics that will be presented. Gary will be available afterwards to address any questions. Guests are welcome to attend.
– Time value of staying invested
– Market Performance Stocks vs Bonds
– Understanding and Navigating Market Volatility
– Keeping your emotions in check
– Discipline
– Asset Diversification
– Current Market and Economic Conditions
– Assessing your Risk tolerance
– Current market and economic conditions
– Importance of Periodic Rebalancing and Tax Harvesting Strategies
– Required Minimum Deductions
– Charitable contributions
Additional sessions are being planned to build on this topic. Please let us know if you have other recommendations for events.
– Tax and Planning
– Wills and Trusts
– Medicare Open Enrollment – Nov
A portion of this Lunch will be subsidized by the IEEE Atlanta Life Member and R3 Societies.
Please select your entrée.
Salad Maison
Fresh Cut Mixed Greens topped with Heirloom Tomato Parmesan Cheese
Choice of Entrees
Entrees served with Bread and Butter
Boeuf Bourguignon
Tender beef marinated & braised in burgundy wine, pommes purée,
pearl onions, carrots, mushrooms
Salmon Piccata
Fresh pan –seared Atlantic Salmon topped with a Lemon Caper Sauce
and served over Rice Pilaf
Chicken Breast Florentine
Pan seared Chicken Breast served on a bed of Rice Pilaf and topped with a
White Wine Cream Sauce and fresh Spinach
Or
Tagliatelle and Fresh Vegetables
Tagliatelle Pasta, Asparagus, Tomato, Mushroom, Parmesan tossed in EVOO
* * *
Strawberries Romanoff or Gâteau au chocolat sans farine
2948 Clairmont Rd NE, Atlanta, GA 30329 , Atlanta, Georgia, United States
This event has passed.
