Prudential Securities is not a legal or tax advisor. To help you answer these questions, Prudential Securities has created the Personal Financial Architect. This sophisticated software tool can develop various finanicial scenarios and construct a variety of model portfolios to see which best fits your needs. This tool can also help us see whether you'll have a surplus or shortfall in your current strategy , as well as determine how much money you will need to meet a particular goal. The managed money discipline and features will be discussed.
Meetings can be in groups or by private complimentary appointment.
Professional money management is not suitable for all investors. Retirement Counsel, Alliance Capital - Section 529 plan This high level discussion focusses on working with high net worth clients as well as their law and tax professionals to address estate planning and investment concerns. Topics to be addressed include education and estate planning, trust services, retirement strategies and working together. Please RSVP by May 21st, as seats are limited to this cocktail and dinner reception. Business attire requested.