The
Santa Clara County Bar Association
Presents
a Special Event
Santa Clara County Bar Association
For the Professional Development of Attorneys in Silicon Valley and Beyond
How Much Is Enough?
How much do you really need to retire comfortably? Can you do it without practicing at least part time--or without a dot.com pot of gold? And whatever the amount of your assets, how should you be allocating them to plan for the future?
A panel of experienced financial consultants will discuss how lawyers in practice 25+ years, with an eye on (eventual) retirement--can determine “The Number”. Hear what the experts have to say about new models of financial planning and what you can do now.
Derek Fowler - Speaker
Derek Fowler is Senior Vice President-Wealth Management at Citigroup / Smith Barney in Menlo Park and is a member of the Association of Professional Investment Consultants. The Fowler Group offers clients a holistic wealth planning approach integrated with the global resources of Citigroup. He has been with Citigroup for over 10 years and before that was with the private wealth management teams at Prudential Securities and A.G. Edwards. He earned his Bachelor’s degree in business finance from San Jose State University.
Steve Morgan - Speaker
As a Principal with Bernstein Global Wealth Management, Steve Morgan provides investment planning for individuals, families and foundations. Plans are tailored for each client’s resources, tax circumstances, estate planning goals, and risk tolerance, with the goal to maximize after-tax returns using an appropriate asset allocation. Steve earned his M.B.A. from the University of North Carolina at Chapel Hill, with majors in finance and strategy and his Bachelor’s degree, with honors, from the University of Florida.
Sue M. Ramar - Speaker
Sue M. Ramar is a Relationship Manager and Investment Manager with Nelson Capital Management in Palo Alto. She has been with Nelson Capital since 1980, after spending 11 years with a mutual fund manager. She manages money for individuals, trusts, retirement plans, foundations and endowments. She is a Chartered Financial Analyst and has been a member of the CFA Institute, Security Analysts of San Francisco, and the Advisory Board for Charles Schwab & Company. She received her M.B.A. from UC Berkeley.
Steve M. Smith - Speaker
Steve M. Smith is a Financial Advisor at Citigroup in Menlo Park, responsible for client relationship management, cash flow analysis, and insurance and lending services. With over 18 years of executive experience at Cisco Systems and other technology companies, and seven years as a high net worth client of Citigroup, he decided to join Citigroup to help his peers manage their financial affairs more effectively. He has a Bachelor’s degree in Computer Science from the University of the Pacific and an M.B.A. from Santa Clara University.
Tuesday, April 25, 2006
Time - 12:00 PM to 2:00 PM
LUNCH WILL BE SERVED Paolos
333 West San Carlos Street
San Jose ,CA
Members:
$48.00
Non-Members:$68.00
Reservations or Cancellations Accepted Until April 22, 2006
Online registration is no longer available for this event.
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