May 22, 2007


Description

Ms. Siegel will discuss ten things that you need to do in order to meet your financial goals and live the life you desire. No matter your age or place in life, you will learn ways to make your future more secure. There will be plenty of opportunities to ask your burning questions as well!

Please RSVP by Friday, May 18, 2007 directly to the HESS Club with our name and company name to Pat Zadrowski at 713-627-2283 ext 104 or patz@hessclub.com.
 
Payment made to HESS Club at the event.
 
Light snack and cash bar provided.

Featured Speakers

Speaker Lori L. Siegel
Vice President Smith Barney Lori L. Siegel is a Certified Financial Planner and Vice President - Wealth Management, Financial Planning Specialist, Senior Investment Management Specialist and Financial Advisor for Smith Barney, providing comprehensive wealth management advice to individuals with high net worth. She is a Registered Investment Advisory Agent and …

Vice President
Smith Barney
Lori L. Siegel is a Certified Financial Planner and Vice President - Wealth Management, Financial Planning Specialist, Senior Investment Management Specialist and Financial Advisor for Smith Barney, providing comprehensive wealth management advice to individuals with high net worth. She is a Registered Investment Advisory Agent and a registered representative and member of NASD. She has been with Smith Barney for over ten years and is a Century Council Award Winner. In addition to leading retirement planning seminars for employees of Fortune 500 companies, Lori participates as a member of the Houston DBM Executive Mentors group for ICEO clients.  She also volunteers for her charities of choice, “I Have a Dream,” “Prepared4Life”, and “Sheltering Arms.” 

Full Description



Organizer

Pat Zadrowski


Date and Time

Tue, May 22, 2007

5:30 p.m. - 7 p.m.
(GMT-0600) US/Central


Location

HESS Club

5430 Westheimer
Houston, TX 77056