NOW:53122:USA01012
http://widgets.journalinteractive.com/cache/JIResponseCacher.ashx?duration=5&url=http%3A%2F%2Fdata.wp.myweather.net%2FeWxII%2F%3Fdata%3D*USA01012
54°
H 55° L 54°
Foggy | 6MPH

Rozman University continues presentation of over 100 workshops in 2012

March 7, 2012

Rozman Wealth Management releases March through May, 2012 workshop topics.

Rozman Wealth Management has launched Rozman University, a service that the practice offers in order to help expand the financial education of its current clients and the regional community.

During the next three months, Kurt Rozman, Fundamental Choice Portfolio Manager and President of Rozman Wealth Management, and his team will present:

- 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, 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.”

To register – call 262-798-7979, click www.rozmanwealth.com or email rljohnson@wfafinet.com. Seating is limited. Classes held at Rozman Wealth Management. Or sign up anytime at www.rozmanwealth.com for the complete workshop 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.

About Wells Fargo Advisors
With $1.1 trillion in client assets as of December 31, 2011, Wells Fargo’s brokerage businesses are comprised of 15,263 full-service financial advisors and 3,548 licensed bankers. This vast network of advisors, one of the nation’s largest, serves clients through offices in all 50 states and the District of Columbia. Wells Fargo Advisors is the trade name used by two separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company: Wells Fargo Advisors, LLC and Wells Fargo Advisors Financial Network, LLC (members SIPC). Statistics include other broker-dealers of Wells Fargo & Company. www.wellsfargoadvisors.com

About Wells Fargo
Wells Fargo & Company (NYSE: WFC) is a nationwide, diversified, community-based financial services company with $1.3 trillion in assets. Founded in 1852 and headquartered in San Francisco, Wells Fargo provides banking, insurance, investments, mortgage, and consumer and commercial finance through more than 9,000 stores, 12,000 ATMs, the Internet (wellsfargo.com and wachovia.com), and other distribution channels across North America and internationally. With more than 270,000 team members, Wells Fargo serves one in three households in America. Wells Fargo & Company was ranked No. 23 on Fortune’s 2011 rankings of America’s largest corporations. Wells Fargo’s vision is to satisfy all our customers’ financial needs and help them succeed financially.

Investment and Insurance Products: Not Insured by FDIC or any Federal Government Agency. May Lose Value. Not a Deposit of or Guaranteed by a Bank or Any Bank Affiliate.

This site uses Facebook comments to make it easier for you to contribute. If you see a comment you would like to flag for spam or abuse, click the "x" in the upper right of it. By posting, you agree to our Terms of Use.

Suburban News Roundup

E-mail Newsletter

Your link to the biggest stories in the suburbs delivered Thursday mornings.


Enter your e-mail address above and click "Sign Up Now!" to begin receiving your e-mail newsletter
Get the Newsletter!

Login or Register to manage all your newsletter preferences.

Community Watch

» Germantown football team advances with easy win over Brookfield Central 10/24

» Cedarburg poised for North Shore rematch 10/24

» Preps football photos of the week: Level 1 10/24

» Brookfield East leaves Pewaukee feeling foggy 10/24

» Police pursuing suspect in shots fired incident 10/22

» Poll: Which area team will win a state football title? 10/22

» The Corridor project in Brookfield criticized for height, density and its name 10/21

» Brookfield Library celebrates fall 10/21

» City recognized for financial reporting 10/21

» Gov. Walker names Foley & Lardner partner as new judge in Waukesha 10/21

» Across Wisconsin, uneven property assessments fly in the face of fairness Updated:  10/19

» Preps football photos of the week: Week 9 10/17

» Dunn fourth, weather big winner at state golf 10/15

» Brookfield Chick-fil-A grand opening sets sales record 10/14

» Brookfield panel endorses $2.6 million in TIF funding for development near Capitol Airport 10/14

» Falls defense rises to the occasion 10/10

» Preps football photos of the week: Week 8 10/10

» Wisconsin Philharmonic to perform at Wilson Center 10/10

» Submit election letters now: deadline is Oct. 20 10/9

» Brookfield public hearing draws out new objections to North Avenue office building 10/8

» First-place Marquette blanks Lancers, 23-0 10/3

» Preps football photos of the week: Week 7 10/3

» Irgens to host informational meeting on Ruby Farm 10/3

» Falls woman gets 15 months for embezzling to cover gambling debts 10/2

» Enter Halloween contest to win tickets to Legends & Lore 9/30

View All Posts Got a tip? Welcome rss
Deal Watch - Milwaukee

Milwaukee's Best Discounts & Deals

Advertisement

Local Business Directory

CONNECT    

Most Popular