NOW:53208:USA01012
http://widgets.journalinteractive.com/cache/JIResponseCacher.ashx?duration=5&url=http%3A%2F%2Fdata.wp.myweather.net%2FeWxII%2F%3Fdata%3D*USA01012
82°
H 82° L 63°
Clear | 8MPH

Rozman Wealth Management publishes April, 2013 workshop sessions

April 19, 2013

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 rrozman@wfafinet.com. 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

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

» Mayfair holds back-to-school style event 10:14 AM

» 'Milwaukee lion' spotted in Glendale 7/27

» Medical College of Wisconsin construction begins Aug. 3 7/24

» Therapy program's art gallery opening is this weekend 7/22

» The Suburban 16 Power Rankings: Watt, Niebrugge, and others on the next level 7/22

» The Landing at Hoyt Park has become destination for local musicians 7/22

» Wauwatosa West loses pitchers' duel to Pius in regional semifinal 7/22

» Where did the summer go? 7/22

» Sports Notes: July 23, 2015 7/22

» Pewaukee's fast start ends Wauwatosa East baseball team's season 7/22

» Initial Reaction Podcast: A dumb-sports-fan's guide to the Bucks arena financing situation 7/21

» Upcoming Wauwatosa meeting to discuss housing for people with disabilities 7/21

» Milwaukee Co. Zoo gains two snow leopards 7/20

» Meijer announces $25,000 donation to Wauwatosa Library 7/20

» Man shot, killed by Wauwatosa police was brandishing sword Updated:  7/18

» Wauwatosa early learning program to begin this fall 7/17

» GoPro perspective: Inside a firefighter training burn in Wauwatosa 7/17

» Chief Weber: Wauwatosa man killed by police was carrying sword, given 'numerous commands' to put down weapon 7/17

» One person dead after police-involved shooting in Wauwatosa Updated:  7/17

» Milwaukee Co. Zoo adds lactation stations for nursing mothers and babies 7/16

» Greenfield's Bella Matthias headlines the 2015 All-Suburban Softball Team 7/16

» Joe Bartolotta asks Wauwatosa not to grant him $9.5K to offset liquor license cost 7/16

» Take two: Fish Cheeks plans to open this winter in Wauwatosa 7/15

» Wauwatosa nearly out of licenses to allow new businesses to serve liquor 7/15

» Wauwatosa West baseball team beats Nicolet in season finale 7/15

View All Posts Got a tip? Welcome rss

Advertisement

Advertisement

Hidden Tosa

 

"Hidden Tosa" is a semi-regular feature where reporter Rory Linnane explores the closed down and closed off parts of Wauwatosa.

2015 Writing Contest

 

(Click image for details)

Advertisement

Local Business Directory

CONNECT