Managing Risks and Accumulating Wealth / Success Equations for 2012 (Charlotte)

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6pm - 8pm EST Thursday, January 12 2012
MetroTek Training
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Submitted by:
Markus on Jan 08, 2012

BDPA Monthly Seminar - 01/12/2012 - Start the New Year with BDPA

You are Invited
BDPA Monthly Seminar

Ryan Marsh will present financial strategies in the first of two sessions: (1) Managing Risks and Accumulating Wealth and (2) Tax Management, Retirement Planning, and Preserving Wealth.
Ryan Marsh is an Account Manager at HF Financial, located in Charlotte, NC.

He has over 11 years of experience working with a diverse client base helping them achieve their financial goals. Ryan has insurance and securities licenses in North Carolina and South Carolina.

Gain knowledge and insight on financial strategies that include:
• Managing Risks
• Accumulating Wealth
• Tax Management
• Retirement Planning
• Preserving Wealth

And as part of our Leadership Series

Harvey Smith of Carolina Business Coach will lead a 30 minute discussion on "Success Equation for 2012." The discussion covers What you do adds or detracts from your success?
Harvey Smith is President and head coach at Carolina Business Coach, located in Charlotte, NC.

Harvey is a:
• Certified International Coach Federation Coach
• UNCC Certified Business Coach
• Certified Career Management Coach
• Certified Behavioral & Values Analyst

Since 2002, Harvey has worked with over 1,000 individuals and organizations helping them achieve greater success in their businesses and personal lives. Harvey taught business coaching in the Duke, UNCC and NC State Coaching Programs.

Please join us as the year opens!

6:00PM to 8:00PM
MetroTek Training
8848 Red Oak Boulevard
Suite H Charlotte, NC 28217
Interstate 77, Arrrowood Rd Exit.



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