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Meeting ArchiveJune Meeting:
Thursday June 26, 2003
Meeting Schedule
 
Investing for Retirement in a Challenging Market
Managing financial planning for retirement in today's challenging market will be discussed by Christina Schatz of Citigroup/Salomon Smith Barney at the June 26 meeting of the IEEE Consultants Network of Northern NJ.

ABOUT THE TOPIC
The talk will center on steps that you and other consultants and independent contractors can take now to plan for financial well being in retirement. Topics include:
  • Defining financial goals
  • Determining tolerance for risk
  • Allocating assets
  • Establishing a savings plan
  • Implementing an investment program
  • How new tax laws affect retirement planning
  • Reviewing your plans

ABOUT THE SPEAKER
Since 1993, Christina Schatz has managed clients' retirement funds on both a discretionary and non-discretionary basis for Citigroup/Salomon Smith Barney, focusing on stock and bond investments. She began her investment management career with Merrill Lynch, Inc., in 1990.

Ms. Schatz is a graduate of University of Maryland and speaks Spanish, Greek, and English.

Time:Place:Info:
Thursday June 26, 7:30pm
Non-members welcome!
MCE/KDI Integrated Products
(note: entrance for the meeting is at the rear of the building)
60 South Jefferson Ave.
Whippany, N.J.

Contact: 973-728-4500, robert@rdwalker.com


Directions to meeting.