Calendar of Events

December

  • Dec. 10, 2009. Client WebEx Conference. Hosted by Richard Colarossi. 

                  - Click here to view content from this conference.

January

  • Jan. 21, 2010. Lord Abbett 401K Plan Sponsor Teleconference. Hosted by Don Annino, Portfolio Manager from Lord Abbett, and Richard Colarossi.  

February

  • Feb. 4, 2010. Roth IRA Conversion Opportunities for 2010 Webinar Conference. Hosted by Richard Colarossi.

                 - Click here to view content from this conference.

March

 

April

  • Apr. 8, 2010. The Importance of Financial Planning Webinar Conference. Hosted by Richard Colarossi.

May

 

June

  • Jun. 11, 2010. 11:30am - 1:30pm. Positioning Alternative Investments* using Real Assets in an Investment Portfolio Conference. Hosted by Richard Colarossi.

                   Location of Conference:

                   222 E. 41st St. (Between 2nd and 3rd Ave.)

                   New York, NY 10017

                   25th Floor

*Alternative Investments are often speculative, lack liquidity, lack diversification, are not subject to the same regulatory requirements as securities and mutual funds, may involve complex tax structures and delays in distributing important tax information, and may involve substantial fees. These products often execute trades on non-U.S. exchanges. Investing in foreign markets may entail risks that differ from those associated with investments in U.S. markets.  These investments may not be appropriate for all investors.

July

 

August

 

September

  • Sept. 11, 2010. Client Picinc. Details coming soon...