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




The Grill Room at the Ritz Carlton
280 Vanderbilt Beach Road
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.