Executive Wealth Management
May 26, 2009 · Published By Admin
Preserving and Growing Your Wealth in these Tough Economic Times
WHEN: Thursday, June 18th
7:00 Registration and Networking
7:30 Breakfast
8:00 Presentation
WHERE: Lakeview Inn @ Camelback Golf Club
7847 N. Mockingbird Lane Scottsdale, AZ 85253
FEE: $65 General Admission
$50 Executive Partners
After 6/15/09 $75 General Admission
$60 Executive Partners
ATTIRE: Business
CONTACT: Elizabeth Savoia 480-496-4408
Join Valley business leaders and entrepreneurs for a discussion moderated by Mary Martuscelli, president of JP Morgan Chase Arizona and regional manager for JP Morgan Private Wealth Management Group, focusing on what steps should be taken now to rejuvenate the key elements of your financial plan and how to restart it given recent economic shocks.
Panelists include: Matt Donovan, attorney with Snell and Wilmer specializing in tax, trust, and estate matters Jessica Duff, director at Deloitte Tax LLP who provides consulting and compliance services to wealthy individuals Robert Phelps, estate and wealth attorney with JP Morgan Private Bank and one of JP Morgan’s top national experts
Event Chairs: Dan DiPomazio Treasurer, Enterprise Network Senior Manager, Eide Bailly Noel Lesniak VP of Marketing, Enterprise Network President, Six 9s Customer Research
Cancellation policy: Cancellations must be made 48 hours prior to the event in order to receive a full refund.
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