Pension Retirement Planning

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Chief Investment Officer Message
Chief Investment Officer Message

Road Map to Retirement Financial Plan

Conference Call

Dear Client,

Timothy Harder
Timothy Harder

With all the recent turmoil continuing in the financial markets, Peak has scheduled another set conference calls with Tim Harder, the firm's Chief Investment Officer and Vice President.  Check back for future dates, we do not currently have any calls scheduled.

Please Note:  Each call is limited to 99 participants.

To participate in the call, dial 1-888-296-6828.  The PIN No. for the call is 719842#.  There is no charge for the call.  Tim will address the following issues:

  1. What has caused the substantial drop in the stock market?
  2. Is this likely to continue?
  3. Can the market go up if we are in a recession?
  4. What are our options today?

In addition, we will try to answer as many of your individual questions as possible.  If you have questions, please e-mail them to tim.harder@peakcapital.com

As always, we appreciate your business and hope you find the calls of value.  In addition, please feel free to forward this e-mail to anyone you know who might benefit from this information.

 

Sincerely,

David Peterson    
President & CEO
Brandon Ross 
Senior Vice President
Jon Blumenthal
Senior Vice President