EVENT:
A Taste of Success – Culinary Delights & More…
DATE & TIME:
Every Month in 2010
LOCATION:
Wynlakes Country Club
7900 Wynlakes Boulevard
Montgomery, AL
Enjoy a unique culinary presentation from Executive Chef James Riles and gain vital insight on strategies that may bullet-proof your retirement funds.
• Learn how to prepare your retirement & 401(k) funds for what we see in 2010.
• Learn the true meaning of “sitting-on-the-same-side-of-the-table” when managing your investment portfolio.
• Simplify your decision making with our disciplined and unique investment management process.
• Build confidence and be disciplined like never before in 2010.
• Find out why “Buy and Hold” and “Traditional Asset Allocation” strategies let you down.
Even if you are still working, find out how you too can have your 401(k) managed using our disciplined strategies.
This event is hosted by:
Tipper Tipton and Fred Middleton, both Sr. Vice Presidents of W.R. Taylor Wealth Management. W.R. Taylor Wealth Management is an independent firm headquartered in Montgomery, AL that specializes in investment management, retirement and income planning. We are quickly becoming the premier wealth management firm of choice in Montgomery because of our disciplined and unique investment management approach.
Join us to learn more about how we continue to successfully help people retire comfortably and stay retired. People who have $250,000+ in their investment portfolios (retirement or 401k) typically get the most out of working with us. This is an evening to meet new people, build friendships and learn. You and a guest are invited to JOIN US for a unique and casual evening beginning at 6pm. Call now to make a reservation.
BY INVITATION ONLY | SEATING LIMITED
For more information, please contact Jan McDougald at (334) 395-6000 or complete the form below.