The Athena Group is please to present an Economic Update

2012 and Beyond

Two opportunities to attend:

February 29^th 7:00-8:30 PM - Rochester Community House   Light Refreshments Served

Topics Cover:

-The year in review                    - Topical Planning Issues

-Emerging Trends                       - Changing Tax Landscape

Speakers :

Diane Young, President -  Diane began her financial advising career in the New York metropolitan area after graduating from State University of New York at Stony Brook. She led a broker/dealer and insurance agency, in addition to running a successful planning practice. Before starting her own independent firm in Michigan, she was vice president of the Midwest Division of a global financial services company and focused on developing the women’s market. Diane has taught Certified Financial Planning credentialing courses at New York University and presented educational workshops for many companies and organizations. 

In addition to serving on the board of directors of Paint Creek Center for the Arts and The Girl Scouts of Southeastern Michigan, she is active in the Rochester Regional Chamber of Commerce; the Michigan Women’s Foundation, Inforum and serves on the Planned Giving Committee for Crittenton Hospital.  Diane was named Business Woman of the year in 2008 by the Rochester Regional Chamber

Rick Ferguson, Executive Vice President - Rick has over 30 years in finance at General Motors, EDS and A.T. Kearney prior to becoming a financial advisor in 2001. As Chief Investment Officer, Rick is responsible for developing strategies for clients that help them reach their goals as well as researching investment opportunities and monitoring market conditions.

Rick has a MBA from University of Detroit with a concentration in international finance and a BBA from Walsh College where he majored in accounting and marketing. His credentials include the Series 7, 66 and life and health licenses. Rick became credential in Long Term Care Planning (CLTC) in 2007.

To RSVP please call (248) 453-5252

or email diane@theathenagrouponline.com

Securities and advisory services are offered through Royal Alliance Associates, member FINRA/SIPC.

Insurance products are offered through The Athena Group, which is not affiliated with Royal Alliance

The Athena Group 822 N. Main Street Rochester MI 48307  (248) 453-5252