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News
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 Thank you for making the Second Annual Financial Forum a success October 20, 2005 Petrinovich Pugh & Company would like to thank our guests at the Silicon Valley Capital Club last evening for the making the Second Annual Financial Forum a success. We greatly appreciate your taking the time to spend an evening with us, hope you enjoyed yourself, and hope you gained some valuable financial knowledge. And we look forward to seeing you at next year's Forum. Approximately 100 guests enjoyed cocktails and appetizers throughout the evening as experts in retirement planning, tax planning, life insurance, and investing gave presentations. PP&Co. Partner Buddy Goldstone moderated the event and raffled off iPod Shuffles throughout the evening. Jack Hillis of Hillis Financial Services kicked off the presentation by providing an overview or IRA rollovers and the four basic options available regarding managing the rollover of a retirement account. Hillis also provided advice on how to make the most of the retirement assets. Rich Baer of Legacy Capital Group explained the significant benefits of refinancing your life insurance policy. PP&Co Partner Tom Wagstaff provided an overview of pertinent changes to tax laws, and advised guests on planning for the upcoming tax season. Sterling Moore of Van Kampen Investments gave an intriguing review of historical events and their influence on investing. |
There is always something going on at PP&Co. Between our events, networking, social gatherings and day-to-day achievements, we’re always learning and doing what we can to arm ourselves with information that will benefit our clients and firm growth. |
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