Is your investment planning sound?  Do you know how to transfer your assets in a tax-efficient manner?  How to best invest in stocks?  Come join a discussion with financial planning expert, Nancy Barrett, VP of Bernstein Global Wealth Management, on how to construct an effective investment portfolio in this tough economy, when every dollar counts!

Nancy Barrett recently became the Senior Vice President of U.S. Trust.  She was formerly Vice President of Bernstein.  She is a financial services executive with 17 years of industry experience specializing in financial and technology sales, new business development, strategic partnerships, project implementation and sales management.

Hors d’ Oeuvres to be served, full catering!  Plenty of food.

Click here to buy tickets!!!  Last few seats left. Reserve your place now for this unique opportunity to get first hand information on how to save money in this economy.

Date: Thur, March 4, 2010
Time: 7:00pm - 9:30pm
Location: Bay Cafe Restaurant, right next to Palo Alto Golf Course.
               1875 Embarcadero Road, Palo Alto, CA 94303
Registration: Register early as space is limited!
Price: $10 for member, $20 for non-members.
At the door: It is also possible to pay at the door, but then only $20 non-member pricing would be available. 

Register to become a paying member today and receive various benefits, including discounted event tickets!