Pets & Portfolios Event
Wednesday, December 12, 2012 at 5:30 p.m.
at The Deck
627 Sleepy Hollow Lane
Laguna Beach, CA 92651
Presentations by Adam Deutsch of Morgan Stanley Wealth Management, Blythe Wheaton, Co-Founder of The Pet Rescue Center and Robert Forrester, Vice President of Alliance Bernstein Investments.
Come Enjoy Drinks & Hors d’oeuvres while solutions to the “fiscal cliff," which continues to weigh on the minds of investors are discussed.
A recent study conducted by Nationwide Financial revealed that most investors are concerned that their investments will be negatively affected by tax code changes. You may share these concerns. The study also reported that despite their concerns, 60% of respondents said they will take no action, or don’t know what adjustments to make.*
• Adam will discuss how he helps clients identify and adjust to the tax code changes.
• Robert will cover Capital Markets Outlook.
• Blythe will discuss the critical role The Pet Rescue Center plays in the lives of animals in need in Orange County and the advantages of a charitable donation of appreciated stock.
Please join us in a casual environment for a discussion about these topics.