Learning opportunities for every investor.
We are pleased to provide opportunities that can increase your knowledge as an investor. Here, you’ll find information regarding seminars, retirement planning sessions, one-on-one client reviews and other relevant meetings. We look forward to your participation.
March 14th
We are pleased to announce our affiliation with Raymond James Financial Services, Inc.
You are cordially invited to attend the following seminar:
"Transition to RJFS" - Jerry Ask, Financial Advisor, RJFS
Market and Investment Themes by:
Guest Speaker: Patrick Senkyr, Regional Vice President, Fidelity Investments
Place: Longbranch Hotel & Convention Center
90 Twixt Town Road NE
Cedar Rapids, IA 52402
Date: Tuesday, March 22, 2011
2 Sessions: 10:30 a.m. or 5:30 p.m.
Spouse or Guest Welcome!
Breakfast Buffet at 10:30 am!
Hors D' Oeuvres at 5:30 pm!
Please join us for a questions & answers session on our transition to Raymond James Financial Services (RJFS).
If you wish for Jerry to continue as your Financial Advisor, feel free to bring your packets and we can help you complete them.
Our guest speaker, Patrick Senkyr will briefly talk about the market and investment themes.
Patrick Senkyr and Fidelity Investments are independent of Raymond James.
Please RSVP by March 21st to:
Jerry K. Ask Investment Services
'An Independent Firm'
(319) 395-9230
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