Please check in for the latest news and events at Webb Investment Services.
Events
October 24, 2010, Laura Webb and Karen Clerici are hosting a "WOW" event in the office on Sunday October 24th from 5:30-7:30. Wow, or Woman On Wine, are fund raising events for woman's issues. Their event is raising funds for Beauty Through Cancer.
September 28, 2010, Karen Clerici spoke at a Verve Magazine event "The Savvy Panel, It's About Money Honey", held at the Chamber of Commerce Building.
Top Ten Mistakes Fiduciaries make with 401(k)s
On Tuesday, July 20, 2010 Karen M. Clerici Financial Advisor and Laura A Webb CFP® are hosting a Business Owner's Breakfast. Andy Pooser, Regional Vice President with Transamerica Retirement Services will be talking about the importance of knowing the rules and regulations around 401(k)s. The event is from 8-9 am and breakfast is included.
Green, The New Color of Investment Opportunity
On Thursday, April 22nd. Please join us in welcoming Rachael DeCosta-Martin, Regional Vice President with Calvert Investments. Rachael will examine the opportunity that exists to invest in renewable resources, energy, and other sectors. As people and businesses become greener, and as economics and government policies evolve, there are opportunities in these sectors worth exploring.
Investments related to a specific sector, where companies engage in business related to a particular industry, are subject to fierce competition, the possibility of products and services being subject to rapid obsolescence, and limited diversification.
Politics & Taxes 2010
On Tuesday, April 20, 2010, Laura A Webb, CFP®, and Karen M. Clerici, Financial Advisor are hosting an educational luncheon. Bill Squadroni, Vice President of Eaton Vane Investment Managers will be speaking about politics and changes in Washington DC that can impact taxes. The event is from 12-1:30pm and lunch is included
Why Investors Fail
On Wednesday, March 3rd, Webb Investment Services is bringing in Scott Ward from Columbia Funds. Scott will discuss the psychology of investing. How do emotions and fear change an investor's ability to think clearly and rationally during volatile market conditions? How does investor behavior change their chance of success over time? This event will be at 12:00 p.m. and lunch is included.
Retirement and Long Term Care
On Monday, February 8th, Laura Webb, CFP® and Karen Clerici will be hosting Rich Dahlgren, from Associates of Clifton Park of New York for a discussion on one of the biggest potential threats to retirement security - the high cost of long term care. Due to regulatory changes, there are now more ways to finance long-term care needs. This event offered at 11:45 p.m. and 5:30 p.m.
The Roth Conversion Opportunity
On Friday, January 29th, Laura Webb, CFP® and Karen Clerici are hosting CPAs for a continuing education event. Regulatory changes mean that advisors and accounts need to be aware of the advantages and disadvantages regarding conversions from IRA's to Roth's. The event is from 12:00 p.m. to 1:30 p.m.
Bear Market Recovery Plan: Steps to Get Your Retirement Back
On Thursday, January 28th, Laura Webb, CFP® and Karen Clerici will be presenting a timely topic with "Key Take Aways and Actions Steps" to help get the emotion out of investing and take rational steps to move forward. This event is from 12 p.m. - 2:00 p.m. and lunch is included.
News
05/20/11 Good news and bad news for doctor retirement funds Link
Karen Clerici was recently published in the Asheville Citizen Times with two articles about investing.
10/10/10 Investment Ideas: Building A Solid Retirement Strategy Link
09/16/10 Women & Investing: Don't Delay Planning For Retirement Link
05/01/09 Asheville’s ATHENA [download]
03/26/09 Lemonade from Lemons: How You Can Take Charge in a Challenging Economy [download]
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