SARTA's Leadership Series Presents: "What’s Happening on Wall Street – and what does it mean for Sacramento"

 

When:    Wednesday, November 19 , 2008 9:00am-11:30 am

Location:  Delegata, 2495 Natomas Park Dr., Ste. 200, Sacramento, CA (parking is free)


Course Overview:

Q3 2008 marked drastic changes to the financial landscape of our countries economy. Bankruptcies, buyouts and foreclosures top headlines daily. Investor confidence in the stability of our future economy remains 'on edge'. Recently, Bank of America purchased investment firm Merril Lynch. Lehman Brothers filed for bankruptcy protection. And the financial markets continue to evolve.

As you read these stories the question remains: what does it mean for our local economy? Come hear a partner at Merril Lynch, The Cal Group discuss his take on this important issue.



Who should attend:    

 

  •  Anyone with an interest in the financial economy of Sacramento
    • Financial advisors
    • Business owners
    • Investors (Venture Capitalists, Angels, Individuals)
    • If you work, play or spend money in this region, this session will be beneficial to you


This session will cover these topics:

  • Understanding the changing financial landscape
  • Lessons learned by the big investment firms
  • The effect of a new administration
  • Top market analysts forecast for 2009
  • The Sacramento perspective



 

Instructor:
John Allen
Merril Lynch
The CAL Group



Instructor Bio:

The CAL Group is a Private Wealth Advisory team based in Roseville, California.

We have provided financial advice and wealth management services for more than 65 combined years. Each member of The CAL Group has one or more of the following licenses: Series 7, Series 8, Series 63, Series 65, Series 66, Certified Financial Manager, Certified Financial Planner©, a certification awarded by the Certified Financial Planner Board of Standards, Inc., and Certified Retirement Planning Counselor.

We have extensive experience assisting the Firm's high-net-worth clients with wealth transfer, business services, retirement and estate planning issues, private money management, hedge strategies and concentrated stock strategies.

Our clients are comprised of affluent families, corporate executives and successful business owners who value the integrated strategic approach we bring to the relationship.

The CAL Group is committed to the community as each member serves on one or more boards including The Easter Seals, SARTA, The Sacramento Philharmonic and The Sacramento Ballet.

Team members live in Granite Bay, Loomis, Roseville, Sacramento, El Dorado Hills with their families.



                                  

                          

 


GreatStart/MTI Mentored Companies: $15   
2008 Active and Sponsoring SARTA Members: $25   
Non-Members*: $50