One Senior Place - Financial Planning Seminars December 2009

presents

Optimizing
Fixed Income Investments

Tuesday, December 1st
at 1:00pm

Financial Advisors, Bentley Smith and David P. Lee of the Suntree Office of MorganStanley SmithBarney, will give you strategies for generating income in retirement and managing a bond portfolio.

Lunch & refreshments will be served. 

For more information,
and to RSVP please call
Bentley Smith at 253-6846
or David Lee at 751-2027.

AND

Perspectives on the Markets
and
Your Money  

Thursday, December 10th
at 1:00pm

Please join Susan Morse, Senior Vice President & Wealth Advisor at the Suntree branch of MorganStanley SmithBarney for a Market Overview.

This session will include a discussion on the market conditions in 2008 and 2009, and offer insights into what is expected for 2010 and where there may be some opportunities.

Please RSVP by calling
Wendy at 751-2022.

AND

"Retirement Income-
How to get it-
How to keep it."

Tuesday, December 15th
at 1:00pm

Financial Advisors, David P. Lee and Bentley Smith of the Suntree Office of MorganStanley SmithBarney will discuss creating a retirement income "game plan" that incorporates sound investment strategies and current retirement realities. 

Lunch & refreshments will be served.

For more information,
and to RSVP please call
Bentley Smith at 253-6846
or David Lee at 751-2027.

These seminars will be held at:  

One Senior Place
8085 Spyglass Hill Rd
Viera, FL 32940