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Lunch & Learn Registration

We at Magellan Planning Group strongly believe in continuing education for our clients and friends in the Atlanta community. Through our regular Lunch & Learn programs, we are able to provide information and education on a variety of topics. For several workshops this year, Magellan is pleased to bring in some extraordinary speakers for exclusive engagements.

Our Lunch & Learn workshops are a casual, one-hour affair, starting at 11:00 am, followed by a social lunch. You must pre-register to attend these complimentary events. Our scheduled topics for the remainder of 2008 are below.

You can register for one or more workshops on-line or you can contact Jennifer Shoemaker, our Director of Client Relations, at 404-257-8811 or jennifer@magellanplanning.com. Individual, more comprehensive, invitations will also be mailed and e-mailed a couple of weeks prior to each scheduled event.

 

Select Workshop(s):

Thursday, May 22, 2008 at 11:00am

A Municipal Bond Market Update

-presented by John Brogan of Nuveen

John will walk us through the world of municipal bonds and explain the impact of certain conditions and events on the muni bond market.

A Journey Through Economic Times

-presented by Fred Bruce of Allianz Global Investors

Fred will take us through the last century of our economic history, revealing patterns in the relationship between investment performance and economic/social change.

Wednesday, June 4, 2008 at 11:00am

What's Left for 2008? – 10 Predictions

-presented by Patrick Frame from BlackRock

Patrick will share with us Bob Doll's market predictions for '08:

  • Which have come true?
  • Which are still on track to happen?
  • What's been re-evaluated since January?

Join us for this informative take on our economy and financial markets. It's sure to enlighten.

 

Wednesday, July 23, 2008 at 11:00am

Magellan Sails Again!

Many of you joined us as we sailed the Western Caribbean in 2007 and have been eager to pack your bags again ever since we got back.

Join us as we unveil our destination for 2009. Where are we going? Which cruise line are we using? What are the ports of call?

Join us for a fun time as we answer these questions and more!

Wednesday, August 20, 2008 at 11:00am

Emotions, Expectations and Economics

-presented by Russell Magbee of Franklin Templeton

How do you make investment decisions? Investment decisions are 89% based on emotion. What effect can this have on your financial plan?

Join us to learn some lessons from the last 75 years of U.S. economic history. Find out what kind of investor you are and what this means for your general market expectations.

Wednesday, September 24, 2008 at 11:00am

The Maze of Long Term Care

-presented by J. Kevin Meaders , J.D., CFP, ChFC, CLU

One out of two individuals will need long-term care at some point in their lives. Come learn the secrets of navigating the confusing maze of long term care.

  • How do you pay for the ever-increasing costs?
  • Who needs a policy? How do you qualify?
  • What does a good policy look like?

Knowledge is power. We will help you take some of the mystery out of this daunting process.

Wednesday, October 15, 2008 at 11:00am

The Pulse of the Global Market

-presented by Alan Panzer of Oppenheimer Funds

  • The dirty little secret of the mutual fund industry – Revealed!
  • What does Global investing even mean anymore?
  • Why are international bonds an important part of your portfolio?

Come learn the answers to these questions and more as we explore the shrinking world of the global market.

Wednesday, November 12, 2008 at 11:00am

Your RLT and You

-presented by Leonard Bittner, J.D.

With the holidays approaching and plans for family get-togethers, the time is ripe for a review of your Revocable Living Trust.

  • So you have this big binder – what does it mean for you and your family
  • While your family's available, what do they need to know?
  • How do you keep your plan current with your goals and desires?

Check one more thing off your list this year and get those estate planning documents updated and completed. Your family is encouraged to attend.

Contact Name:

E-mail Address:

Phone:

Number of Attendees (include yourself):

Names of Guests:

Preferred Method of Reminder:

E-mail Phone

We will be holding the workshops in our building, Ashford Green, in the conference room on the main lobby level adjacent to the water fountain. Please plan to arrive ~ 15 minutes early to get the best seats. You must pre-register to attend as seating is limited.

If you have any questions or would like to be included on our mailing list for these and future events, you may contact us by e-mail at jennifer@magellanplanning.com or by phone at 404-257-8811. We look forward to seeing you soon.