<br />
Personal<br />
Financial<br />
Planning<br />
Conference<br />
Learn to better manage your clients’ assets<br />
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Tuesday,June9,2009<br />
BernsteinGlobalWealthManagement<br />
1345AvenueoftheAmericas<br />
NewYork,NY 10105<br />
9:00a.m.–5:00p.m.(Check-inbeginsat8:30a.m.)<br />
•SherylGarrettdiscussestrendsinfee-basedplanning<br />
•EstatetaxupdatewithJonathanBlattmachr<br />
•LouHarvey,DALBARInc.President,willaddressthepsychologyoftheinvestor<br />
•PlanningwithinheritedIRAs,presentedbySeymourGoldberg<br />
• Duediligenceinassetmanagerselection<br />
•EconomicupdateprovidedbyMartinAtkin,SeniorPortfolioManagerofBernstein<br />
GlobalWealthManagement<br />
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