Trends in the Economy and How It Affects You
Date: Wednesday, November 16, 2011
Time: 7:30 AM - 9:00 AM
Location: Southfork Hotel, Plano
Speaker: Bob Bridges
BREAKFAST MEETING
WEDNESDAY, NOVEMBER 16, 2011
(Breakfast served 7:30-8:00 a.m., Program 8:00-9:00)
SOUTHFORK HOTEL
(East side of US 75 just north of 15th Street)
RESERVATION DEADLINE: THURSDAY, NOVEMBER 10
(PAYMENT MUST BE IN COUNCIL’S OFFICE BY THURSDAY, NOVEMBER 10)
TRENDS IN THE ECONOMY AND HOW IT AFFECTS YOU
BOB BRIDGES
Households and portfolios are operating in an economy that is difficult for many to understand. A basic understanding can be critical in wealth and estate strategy. Bob Bridges will present current trends in the economy and how we got to this point. He will introduce an understanding of some basic economic statistics as a measuring stick. These statistics will unfold what is really happening in the economy, whether we are heading for recovery or a double-dip recession, and how that will affect you. Bob Bridges is a Principal at VALUE Incorporated, a premier firm specializing in the valuation of businesses, partnerships, and intellectual property. He provides valuation opinions and economic analyses for businesses ranging in size from sole proprietorships to Fortune 500 companies. The scope of Mr. Bridges work includes valuation opinions for GAAP financial reporting, litigation and estate and gift tax purposes. Mr. Bridges holds a bachelor’s degree in Economics from University of Texas at Arlington and a master’s degree in Applied Economics from Southern Methodist University. Mr. Bridges is also a CFA charter holder, as designated by the CFA Institute. Mr. Bridges has acted as a finance and economic consultant to businesses, brokers and fund analysts for over fifteen years.
Continuing education credit pending for 1.0 Hour.
Membership dues do not include meals. Credit Cards are not accepted. Please complete this form, enclose a check (payable to Estate Planning Council of North Texas) and mail to: Estate Planning Council of North Texas, P. O. Box 38553, Dallas, TX 75238-8553. THERE WLL BE 5 MEALS AVAILABLE FOR WALK-INS ON DAY OF MEETING (FIRST COME, FIRST SERVE). ALL OTHER WALK-INS WILL BE “PROGRAM ONLY”. Members who have already paid in advance for all meetings for the year MUST register (you can send an e-mail to northtexasepc@yahoo.com) so we will have a count for the number of meals to prepare and number of outlines to print.
Member: $25 (includes meal); Guest: $30 (includes meal); Program Only (no meal): $15
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NOTE: WALK-IN PRICES ON DATE OF MEETING: Member: $30 (includes meal); Guest: $35 (includes meal); Program Only (no meal): $20
PATRON: We would like to thank the following patron for their support: The Catholic Foundation
Is your organization interested in sponsoring a meeting? Contact Teresa (214-340-8020) for more information.
