Rozman Wealth Management has scheduled discussions around the current market volatility to share smart investment strategies. Workshops will be held at the corporate offices of Rozman Wealth Management in Brookfield, WI on September 15th, 22nd and 29th at 10:00 a.m. and 2:00 p.m., and on September 20th and 27th at 6:00 p.m.
Kurt Rozman, Fundamental Choice Portfolio Manager and President of Rozman Wealth Management, will lead the discussions on Weathering Market Volatility – Strategies designed to help grow and preserve your wealth. These events are educational in nature and will feature a general discussion of the managed portfolios being used by Rozman Wealth Management.
The current market volatility is near an all-time high, making a buy-and-hold strategy difficult. Learn how a smart investment strategy can help you make the most of market advances and limit your risk during market declines.
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Workshops are held at Rozman Wealth Management, 675 N. Barker Road, Brookfield, WI. Reservations will be confirmed and seating is limited. RSVP to Robin Johnson at 262-798-7979 or rljohnson@wfafinet.com
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 Fundamental Choice program is not designed for excessively traded or inactive accounts, and may not be suitable for all investors. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services. The minimum account size for this program is $50,000.
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About Wells Fargo Advisors Financial Network:
With more than $1.2 trillion in client assets as of March 31, 2011, Wells Fargo’s brokerage businesses comprise 15,236 full-service financial advisors and 3,958 licensed bankers. This vast network of advisors, one of the nation’s largest, serves clients through offices in all 50 states, 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
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 approximately 280,000 team members, Wells Fargo serves one in three households in America. Wells Fargo & Company was ranked No. 19 on Fortune’s 2009 rankings of America’s largest corporations. Wells Fargo’s vision is to satisfy all our customers’ financial needs and help them succeed financially.
Securities 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
