NOW:53051:USA01012
http://widgets.journalinteractive.com/cache/JIResponseCacher.ashx?duration=5&url=http%3A%2F%2Fdata.wp.myweather.net%2FeWxII%2F%3Fdata%3D*USA01012
46°
H 46° L 37°
Cloudy | 7MPH

Rozman Wealth Management Launches Rozman University

Jan. 17, 2012

Rozman Wealth Management schedules over 100 workshops for 2012

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

During the first five months of 2012, Kurt Rozman, Fundamental Choice Portfolio Manager and President of Rozman Wealth Management, and his team will present:

- January: Nine Big Mistakes When Saving For Retirement – Tuesdays and Thursdays
- February: Charitable Gifting – Tuesdays *
- 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 will present 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. The minimum account size for this program is $50,000. * Wells Fargo Advisors Financial Network does not render legal or tax advice.

# # #

About Wells Fargo Advisors
With $1.1 trillion in client assets as of September 30, 2011, Wells Fargo’s brokerage businesses comprise 15,188 full-service financial advisors and 3,590 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

» What to expect on a Menomonee Falls ballot 11:33 AM

» What to expect on a Germantown ballot 11:28 AM

» Germantown resumes plans for 2015 referendum for full-time fire department 09:18 AM

» Family-owned Gehl Foods sold to Chicago-based firm, promising growth 3/30

» Menomonee Falls parents charged with child neglect after son reports sharing food with dogs 3/30

» Germantown summit seeks to 'move beyond standardization into the future of learning' 3/29

» Falls dodgeball tourney slated for Saturday at the high school 3/27

» Germantown School Board reviewing options to address space issues 3/27

» Germantown, Washington County lifts burn ban 3/27

» Menomonee Falls district approves preliminary layoff notices, letter to legislators 3/27

» Chicago private equity firm acquires Germantown-based Gehl Foods 3/27

» Temporary burn ban lifted for Waukesha County, Menomonee Falls 3/25

» Washington County ranks among healthier counties in Wisconsin's Health Rankings 3/25

» The Sprint Episode Three: WIAA state basketball tournament retrospective 3/23

» Proposed bill would allow Germantown school district to start before Sept. 1 3/23

» Proposed bill would allow Menomonee Falls school district to start before Sept. 1 3/23

» Germantown manufacturer recognized among best in country 3/23

» Falls school board to review, approve layoff notices 3/23

» Germantown school board to get update on facilities plans 3/23

» Point ends Germantown basketball team's three-year state reign, 67-51 3/21

» Germantown boys basketball team rolls into final with 82-54 rout of East 3/20

» Falls-based Bradley Corporation recieves nod for wellness efforts 3/20

» No one hurt in overnight car fire in Menomonee Falls 3/20

» Falls Village Board President candidates say they each would bring different experience to the role 3/19

» Costco purchases 15 acres to build new Menomonee Falls store 3/19

View All Posts Got a tip? Welcome rss

Advertisement

Advertisement

Local Business Directory

CONNECT