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Plante Moran Announces Two Wealth Management Webinars


November 29th and December 7th Webinars Look at Personal Balance Sheets and Year-End Investment Strategies

11/15/11

Southfield, MICH---Plante Moran, the nation’s 12th largest public accounting and business advisory firm, announces that two webinars will be presented by members of the firm’s Plante Moran Wealth Management Team:

Creating your personal balance sheet: the first step to becoming “bulletproof”, will be held on Tuesday, November 29th from 2:00pm to 3:00pm EST.

Being bulletproof is the ability to achieve financial independence, have enough assets to live comfortably in retirement and provide for your heirs. The starting point is the personal balance sheet. At the end of this webinar, participants will know:

  • the information included on a personal balance sheet
  • the steps to create a personal balance sheet
  • when and why a personal balance sheet is used in decision making


Year-end investment strategies from the research team of Plante Moran Financial Advisors
will be held on Wednesday, December 7th from 2:00 to 3:00pm EST.

Year-end investment strategies are critical to your overall after-tax net worth. Assess your broader financial arrangements while considering the impact of current market uncertainties. At the end of the webinar, participants will be able to:

  • address the overall economic environment and impact on financial markets
  • consider timely actions and strategies for their portfolios
  • understand the meaning of key terms and consider their integration into overall year- end tax strategies.

To register for these webinars or to see the complete menu of Plante Moran’s Topics 4 the Times webinar series, please visit www.webinars.plantemoran.com.

About Plante Moran Financial Advisors

With more than $7 billion of assets under management, Plante Moran Financial Advisors is one of the nation's largest independent registered investment advisors according to Financial Advisor magazine's 2011 RIA rankings. Plante Moran Financial Advisors serves as a trusted advisor to high net worth individuals, family business owners and corporate retirement plans helping them build, manage and preserve their wealth. Its integrated affiliate services include investment consulting, financial planning, trust, insurance consulting, estate planning, business succession and tax planning. Plante Moran Financial Advisors is an affiliated entity to Plante Moran, the nation's 12th largest certified public accounting and business advisory firm, providing clients with financial, human capital, operations, strategy, technology, and family wealth management services. For more information, visit pmfa.com.

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