Rozman University continues financial and wellness workshops in 2013
Rozman Wealth Management launched Rozman University in 2012, offering more than 100 successful classes during the year. This service, which was well-received by both clients of the firm and residents of the area, offers financial and wellness workshops in order to expand the education of its current clients and the regional community.
During the month of April, Kurt Rozman, Fundamental Choice Portfolio Manager and President of Rozman Wealth Management, and his team will host:
“Top Tips So You’re in the Know when Planning a Bucket List Vacation” – guest speaker Sue Adams of GetAway Travel Service, Hartland – April 23 at 6:00 pm.
“How to Plan a Multi-Generational Trip of a Lifetime” – guest speaker Lisa Hoppe of Hoppe Travel, Wauwatosa – April 25 at 10:00 a.m.
“Retirement Readiness” – April 30 at 6pm
“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, President of Rozman Wealth Management. “Rozman U presents 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.”
Sign-up is easy - simply call 262-798-7979, click www.rozmanwealth.com or email firstname.lastname@example.org. Seating is limited. Classes are held at Rozman Wealth Management. Sign up anytime at www.rozmanwealth.com for the complete class 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 views expressed by guest speakers are their own and do not necessarily reflect the opinion of Wells Fargo Advisors Financial Network or its affiliates.
About Wells Fargo Advisors
With $1.2 trillion in client assets as of December 31, 2012, Wells Fargo provides investment advice and guidance to clients through 15,414 full-service financial advisors and 3,248 licensed bankers. This vast network of advisors, one of the nation’s largest, serves investors through locations 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 $1.4 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 has offices in more than 35 countries to support the bank’s customers who conduct business in the global economy. With more than 265,000 team members, Wells Fargo serves one in three households in the United States. Wells Fargo & Company was ranked No. 26 on Fortune’s 2012 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
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