Member & Board Meeting
Date: Tuesday, October 19, 2010
Time: 5:00 PM - 8:30 PM
Location: New Haven Lawn Club, New Haven, CT
Speaker: Gregory D. Singer
CONNECTICUT ESTATE & TAX PLANNING COUNCIL, INC.
TUESDAY, OCTOBER 19, 2010NETWORKING & CASH BAR at 6:00 pm/ DINNER & PROGRAM at 6:45 pm at The New Haven Lawn Club, 193 Whitney Ave, New Haven, CT 06511
Please join us for what will be a timely and important discussion of: Roth to Riches?
|
|
Our evening’s speaker will be Gregory D. Singer.
Mr. Singer was appointed a National Managing Director of the Wealth Management Group in 2009. In addition, he is Director of Research for the group, responsible for leading research initiatives on investment planning and asset allocation issues facing wealthy families, family offices and endowments/foundations. A member of the Private Client Investment Policy Group, Mr. Singer joined the firm in 2005 as a senior portfolio manager; he was named Director of Research in 2008. Previously, he was a director for the Pepsi-Cola Company, where he held positions in finance, strategy and marketing; the lead strategist for a subsidiary of The Limited, Inc.; and an M&A analyst for Lehman Brothers. Mr. Singer concurrently earned a BS in finance and a BAS in computer science from the University of Pennsylvania, and he has an MBA in finance from the Kellogg School of Management at Northwestern University.
About Bernstein: Bernstein Global Wealth Management, a unit of AllianceBernstein, is an investment firm that has focused solely on research and investment management for more than 40 years. Our clients are individuals and families, business owners, family trusts and foundations, and other financial guardians. Bernstein offers a full range of investment services in all the world’s major markets, and our centralized portfolio management ensures that all of our clients benefit from the firm’s best investing ideas. We integrate our investment services with sophisticated planning tools in order to help our clients build and preserve wealth across generations. As a financial advisor and discretionary money manager, we are bound by a fiduciary responsibility to our clients; our mission is to help them limit risk and reach their goals across market cycles.
Please join us for what will be a highly informative and enjoyable evening – we look forward to seeing
you there!
President Vice President Treasurer Secretary
Pamela J. Detoro, CTFA Michael J. Reardon, Esq. Nancy M. Vendetti, TEP G. Gray Horn, CTFA
Immediate Past President, Teresa J. Reichert, Esq. ♦ Board Members, John H. Driscoll, Jr. ,JD, LLM, CFP® ♦ Ann Merriam Feinberg, JD
Peter J. Decker ♦ William Fairchild, CFP ♦ Stacie Weiner CFA ♦ H. Michael Keden CTFA
Joan Hemperly, Executive Director // 419 Downs Road, Bethany, CT 06524 203-393-2267 cetpc@snet.net
CONNECTICUT ESTATE & TAX PLANNING COUNCIL, INC.
PLEASE COMPLETE THE FOLLOWING INFORMATION BELOW AND RETURN TO:
Mrs. Joan Hemperly
Executive Director, Connecticut Estate & Tax Planning Council, Inc.
419 Downs Road
Bethany, CT 06524
203 393 2267
*************************************************************
DEADLINE: OCTOBER 18, 2010
I will attend the Meeting. ________________
I will bring_____ guests.
Name of Guest__________________________________
Please enclose $35.00 per Guest. (Non-Refundable)
DINNER CHOICE: Pepper-Seared Salmon _________
Prosciutto-Wrapped Breast of Chicken _________
*************************************************************
____________________________________
PRINT MEMBERS NAME