Wise Investing: How to Build a Realistic, Tax-Efficient & Sustainable Portfolio




February 4, 2015
Sarasota, Florida

The Ritz Carlton
1111 Ritz Carlton Drive, Sarasota, FL 34236
Lunch and a thoughtful discussion on building your personal portfolio for yourself and for your family. We will also discuss the current financial market environment and the outlook for 2015.
For further information, please contact Martha Pomerantz at: Martha.Pomerantz@evercore.com or 612-656-2821.