Our Calendar

                                                         UPCOMING WORKSHOPS
 
  • Saturday February 2, 2008
  • Saturday March 8, 2008
  • Saturday April 19, 2008                               For Reservations call 530-673-9653    
  • Saturday May 10, 2008
  • Saturday September 13, 2008
  • Saturday October 11, 2008
 
TIME                                                                                                                                             LOCATION
9:00 am to 10:30 am                                                                                           Best Western Bonanza Inn
Free Continental Breakfast                                                                           1001 Clark Avenue, Yuba City
                                                                                                                  Seats are limited and no obligation
 
Prudent Investment Principles
The Art of Wealth Management & Science of Investing
 
Intended for those who are about to retire or have retired with a net worth in excess of $300,000 and desire to learn about diversified portfolios designed to help reduce risk and potentially increase return.
 
TOPICS
  • Noise Investing vs. Information Investing
  • Five Investment Concepts Every Investor Should Consider Before Investing
  • How to Build a Diversified Portfolio
  • Summary of Discussion Focused on What Current Research Has Proven to be Effective in Managing Investments
  • Determinants of Portfolio Performance That May Determine Over 90% of Your Investment Success That Investors Ignore
  • Potential Income Stream Benefits From Lower Volatility
 
YOUR PRESENTER
Rob Ryan is a Financial Consultant who educates the public. Mr. Ryan has assisted hundreds of investors to invest over $50,000,000. For 12 years, he has been teaching investors age 55+ strategies designed to help preserve their assets, increase their income and reduce income taxes. He has advised employees of large corporations, teachers and business executives approaching retirement. Rob has in the past been the voice of the “Market Update” on KOOL 104 and has spoken to many community organizations. Rob lives in Yuba City and is a Commander in the Naval Reserves and a Naval Aviator of the FA-18 Hornet. If you attend one talk this year, do not miss this opportunity to learn about Prudent Investment Principles.
 
Rob C. Ryan
Financial Consultant
Ryan Wealth Management, Inc.
California Insurance License # 0C05959              
 
Registered Representative offering securities and advisory services through Royal Alliance Associates, Inc., a registered broker-dealer and registered investment advisor, Member FINRA/SIPC.
An Investment Strategy offered by Loring Ward Advisor Services. Loring Ward Advisor Services, Royal Alliance Associates, Inc. and Ryan Wealth Management, Inc. are not affiliated
Diversification does not assure a profit nor protect against loss.
Investors should be aware that there are risks inherent in all investments such as fluctuations in investment principal. With any investment vehicle, past performance is not a guarantee of future results.
An agent may contact you as a result of attending this event.