Free Financial Planning Seminar

Looking for information about retirement planning? Improving your  return on investments? Being better prepared for the unforeseen?

This Sunday (November 1st, 2015) at 9:00 am (following 8 am Shachris)  the Silver Spring Jewish Center would like to invite our members, neighbors and friends to a free breakfast seminar with David Bolten, Senior Vice President at UBS Financial Services Inc.

34425David is a  Financial Advisor with 23 years of experience. He is a US Born Jewish boy from German-born immigrant parents who survived and escaped the holocaust. His religion,  roots and principals are what drive him to help clients and their families tackle the difficult task of investing and planning for their financial futures.

In addition to David there will be a team of an Estate Attorney, a Certified Public Accountant and an Investment Advisors from his UBS  team and network that will be present to answer any questions attendees may have.

Proposed Agenda:

  1. David Bolten & UBS – Introduction of who he is, where he comes from and what he does
  2. Tax and Estate Planning
  3. Investing
  4. Current Financial Market Conditions
  5. Q&A with attendees
  6. Meet and greet/conclusion

We look forward to facilitating David in  bringing value to the lives of attendees and their families.

Everyone is invited to attend Shachris, which starts at 8am on Sundays, prior to the session.