500 Series

Last Updated Aug 2010

Improving Your Personal Fiscal Fitness

500 Personal Fiscal Fitness: The Critical Components of a
         Financial Plan

Find out where you stand in relationship to your wealth accumulation, retirement funding, estate planning and financial goals.

Instructors:  Robert A. Arthur, Vice President & Trust Counsel, Enterprise Trust
                        Wendy L. Van Ronzelen, Vice President, Enterprise Trust

Session Date:  Wednesday, November 17, 2010 - 8:00 AM - 10:30 AM - Eller Hall

509 Pre-Retirement Planning

Retirement planning does not start or end as you near or begin your retirement - it is an ongoing process that you need to maintain in order to meet your goals.  A sampling of the questions to be answered during the program include:

  • When should I begin my retirement planning process?
  • How much money will I need to retire?
  • What impact will inflation have on my retirement?
  • What about medical expenses?
  • What can I expect from Social Security?

Instructors:  Michael S. Weisman, CFP®, President, Wealth Products Group
                            Enterprise Bank & Trust
                        Marti A. Gurley, Sr. Vice President & Trust Council, Enterprise Trust
                        Social Security Administration Representative

Session Date:  Wednesday, October 20, 2010 - 4:00 PM - 6:00 PM - Eller Hall

517 Creating and Maintaining an Investment Portfolio 
                    in the "New Normal"

What are your investment objectives and is your portfolio positioned to meet those objectives?  How much risk should you take? How much income and growth do you need? In a post-2008 world the answers to these questions have changed. We live in a "New Normal" as it relates to investment return expectations. You will learn what worked, what didn't and what we think will work going forward. You will learn the basic principals of portfolio construction and ongoing maintenance.

Instructors:  Drew McLaughlin, CPA, Vice President, Client Advisor, Enterprise Trust
                        Steven R. Middendorf, Vice President, Sr. Portfolio Manager, Enterprise Trust

Session Date:  Wednesday, September 22, 2010 - 8:00 AM - 10:00 AM - Eller Hall

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