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Documents 2012 Gifting Opportunities

1. GIFTING OPPORTUNITIES FOR 2012 Presented by Robert Le ChevallierATTORNEY AT LAW 2. 2012: The year to make gifts to family members1. The Federal Gift/Estate Tax Exemption…

Documents 2

An investor transaction is completed using the online facility of a mutual fund at 11:30 AM. It is processed at 4:00 PM. What is the applicable cut-off time for the transaction?…

Economy & Finance A Tradition of Disciplined Bond Management

1. Thornburg Investment Management Bond FundsA Tradition of Disciplined Bond Management 2. Our History Thornburg Investment Management was founded by Garrett Thornburg in…

Economy & Finance Retirement Income Planning White Paper

1. Northwestern Mutual Retirement Strategy Retirement Income Planning with Confidence 2. 2 | Retirement Income Planning with Confidence Over the past decade, the conventional…

Documents Westergreen Family Tree Farm Westergreen Family Tree Farm- Tom, Bonnie, Ed and Louise Westergreen...

Slide 1Westergreen Family Tree Farm Westergreen Family Tree Farm- Tom, Bonnie, Ed and Louise Westergreen – Whatcom County WA. The Westergreen Tree Farm is a 760 acre tree…

Documents Information Workshop Fall 2012 Bi weekly Pay Conversion.

Slide 1Information Workshop Fall 2012 Bi weekly Pay Conversion Slide 2 What is biweekly pay? Why, who and when How will this affect my pay? Preparing for the transition to…

Documents Succession Planning Manulife and the block design are registered service marks and trademarks of The...

Slide 1Succession Planning Manulife and the block design are registered service marks and trademarks of The Manufacturers Life Insurance Company and are used by it and its…

Documents Integrating Water Economy Analysis and HEA Prepared for the Livelihoods Integration Unit A USAID...

Slide 1Integrating Water Economy Analysis and HEA Prepared for the Livelihoods Integration Unit A USAID program implemented by FEG in partnership with DPPA/EWD Lorraine Coulter…

Economy & Finance Alico Wealth Management

1.The Retirement Market A Key Opportunity for Advisers For Professional Adviser Use Only Stephen Hunter National Sales Director Ross Holloway National Accounts Director2.…

Business Kelly C. Ruggles

1. Finding retirement financial safety in most troubled times 2. Almost all investors have seen their stock portfolios tumble sharply over the past 18 months, and many fear…