BCU Investment Advisors Seminars
| Topic | Date | Time | Location | Hosted by |
|---|---|---|---|---|
| Tax Planning Basics: Get Ready for 2010! | Thursday, November 5 | 6:15 – 7:30pm | Crystal Lake Service Center | Bryan Farrissey, Senior Investment Advisor Representative Special Guest: Roberta Wajrowski, CPA, Caufield and Flood |
| Hope is Not an Investment Strategy | Thursday, November 5 | 11:am – 12:30pm | McGaw Park* | Bryan Farrissey, Senior Investment Advisor Representative |
| Baxter Benefits and Your Retirement Plan | Thursday, November 12 | 11:30am – 1:00pm | Round Lake* | Rich Chambers, Senior Investment Advisor Representative, and Scott Fleming, Baxter Benefits Specialist |
| Social Security: How Does it Fit Into Your Retirement Plan? | Thursday, November 17 | Noon – 1:00pm | Maple Grove* | Pat Carlson, Financial Services Representative, and special guest speaker from the Social Security Administration |
| Hope is Not an Investment Strategy | Wednesday, November 18 | Noon – 1:00pm | Baxter IT Vernon Hills* | Judy Evers, Senior Investment Advisor Representative |
| Baxter Benefits and Your Retirement Plan | Thursday, November 19 | 11:30am – 1:00pm | Deerfield* | Judy Evers, Senior Investment Advisor Representative, and Scott Fleming, Baxter Benefits Specialist |
| *Facility closed to employees only |
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