October Meeting

Thursday, October 3 at 7:30PM at the Ring House 

Main Presentation

Speaker:  Carolann Brown

Topic:

“Balanced Accounts – Are they still useful?”

Carolann Brown is a certified financial planner (CFP), media personality, author and Senior Vice President of Investments and Senior Portfolio Manager for UBS. She hosts a weekly radio show from 9 to 10 AM on Mondays on WCRN 830 AM radio out of Worcester Massachusetts. You can listen to her show via the Internet on the radio station’s website at www.wcrnradio.com.

Carolann has appeared on CNBC’s Smart Money as well as other national television shows. She is based out of the UBS financial services office in Newport, Rhode Island but also has clients and spends time in the greater Washington DC area.  Her books include: “100 Questions Every Working American Must Ask”, “Safer Investing in Volatile Markets”, and “The Money Manager: Monitoring and Recording Your Investments in 30 Minutes a Month.”

Notes

If you have a short presentation either contact Dennis Kranyak by email at (UnRulyDog@unrulydog.com).