From the Secretary of the ICCA-GW
---------------------------------
The May meeting of the Greater Washington Chapter of the ICCA will be:
Thursday, May 11th
Far East Restaurant
5055 Nicholson Lane
Rockville, MD 20852
Phone:(301) 881-5552
Topic: Financial and Retirement Planning for Independent Consultants
Speaker: Evan R. Winik, Financial Advisor for Merrill Lynch Global
Private Client Group
Evan Winik is a Financial Advisor with Merrill Lynch in Rockville,
Maryland. Mr.Winik provides a full range of financial advisory and
strategic asset management services for individuals, families and
small to mid-size companies.
His work for clients covers the spectrum of financial needs from
retirement, education, and estate planning (wealth transfers) to
developing debt and equity solutions, implementing cash management
strategies, and enhancing employee benefits for businesses through
401(k) and deferred compensation plans.
He has conducted adult education programs for Montgomery County and
has lectured at small businesses and Fortune 500 companies in the
Greater Washington Area. He will lead a discussion on the various
retirement solutions that are available to small businesses.
General Networking and Social Hour starts at 6:30 PM, with dinner
starting at 7:00 PM and the program at 8:00 PM. Cost is $20 for
members, $30 for non-members (dinner and non-alcoholic drinks
included). The meeting is usually over by 9:00 PM.
The meeting is open to both members and non-members. Reservations are
recommended. Please reserve by email to reservations at-sign
icca-gw.org.
Tom Warfield, Secretary
Greater Washington Chapter, ICCA
--
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Moderator - alt.computer.consultants.moderated
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