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HWM Public Seminar: November 18, 2009        

"2010" Is Your Wallet Ready?

On Wednesday, November 18, 2009, 7:00 - 9:00 pm, at  the Re Auditorium, University of Connecticut, Stamford, CT, Campus, we are pleased to address your concerns about the economy, changing tax laws, and your financial future. We will feature presentations from:

Kenneth Thomas, Ph.D., leading national economist*

Margaret Deluca, Esq., Principal, Cummings & Lockwood*

Mary Hoyt, CPA, Partner in BlumShapiro's tax group*

Vern Hayden, CFP, Founder and President of Hayden Wealth Management

Richard Drew, CFP, Director of Financial Planning at HWM

 *Not affiliated with Geneos Wealth Management, Inc.

Enroll to attend at our Special Events page.

Corporate Brochure

  Includes a description of our services, staff bios, and fee schedule.

  A Look Under the Hood

  A brief overview of the trusted firms that handle your investments: Hayden   Wealth Management, Geneos, and Pershing.

September 2009 Game Plan Newsletter

  Roth IRA conversions; Social Security Retirement Benefits, spousal benefits; Gruber's take on the currnet investment environment.

May 2009 Game Plan Newsletter

  Takes a closer look at Social Security Retirement Benefits and 401(k) plans.

November 2008 Game Plan Newsletter

  How we're managing risk; recap of our annual client meeting; tips on how to cope with market volatility.

    The Cost of Missing a Market Rebound (JennisonDryden)

   Insights into how the market has performed in previous bear markets.