The Financial Well Invites You to Attend "Envision Your Financial and Physical Well-Being for 2010" at the Lion's Eye Institute
Tampa, FL, January 13, 2010 --(PR.com)-- The Financial Well, a fee-only registered investment advisor firm in Tampa Bay, will launch its 2010 Tap The Well event series with “Envision Your Financial and Physical Well-Being for 2010” on Friday, January 22, 2010. The event will be held at The Lions Eye Institute, 1410 North 21st Street, Ybor City, Tampa, FL. Breakfast and networking are at 7:30 am. Presentations begin at 8 am and end after lunch at 1 pm. Cost is $75 per attendee, and advance registration is required.
Attendees may register at www.myfinancialwell.info.
Kimberly Overman, CFP, President of The Financial Well is ecstatic about the event. “It’s the perfect way to begin the New Year - listening to a presentation that will give attendees the resources and tools they need to enhance their financial well-being in 2010.” The Financial Well has assembled an impressive lineup of speakers and timely topics, designed to bring hope as well as an action plan for the coming year and decade.
Sean Snaith, PhD., director of the Institute for Economic Competitiveness at the University of Central Florida promises to engage everyone with his presentation “Recession & Recovery: A Look into Our Economic Future”. He will be followed by Lisa Saff Koche, MD, Medical Director of SpectraComplete, focusing on wellness, weight loss, and the prevention of cardiovascular disease, speaking on “Optimal Wellness: What Everyone Should Know for Optimal Health and Wellness”. Ms. Overman will then share “The Seven Steps to Living and Being Financially Well”. Jason K. Woody, President of the Lion’s Eye Institute Foundation, will discuss how vision impacts the economy. Lastly, Jason Brady, CFA, Managing Director for Thornburg Investment Management, will follow with practical guidance on “Investing for Income: Pitfalls and Opportunities”.
Ms. Lisa Weiss, CFA, Chief Investment Officer of The Financial Well, believes that this event offers a call to action to investors. “The first step in taking responsibility for your overall wellness is the most difficult. Our event will put you on the right track. Plus, the speakers will be interesting, and the location is perfect.”
The Lion’s Eye Institute has brought the “Gift of Sight” to over 20,000 men, women and children. Its headquarters is a beautifully restored cigar factory in Ybor City.
About The Financial Well, Inc.
The Financial Well (www.thefinancialwell.com) is a women-owned and operated Fee-Only registered investment advisory firm located in Tampa, Florida. Founded in 1999, The Financial Well is dedicated to helping individuals achieve their financial goals and dreams. With over 50 years of experience, The Financial Well professional team is the one stop resource to find clarity in the financial decision making process. The firm is located at 300 South Hyde Park Blvd, Suite 210, Tampa, FL, 33606.
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Attendees may register at www.myfinancialwell.info.
Kimberly Overman, CFP, President of The Financial Well is ecstatic about the event. “It’s the perfect way to begin the New Year - listening to a presentation that will give attendees the resources and tools they need to enhance their financial well-being in 2010.” The Financial Well has assembled an impressive lineup of speakers and timely topics, designed to bring hope as well as an action plan for the coming year and decade.
Sean Snaith, PhD., director of the Institute for Economic Competitiveness at the University of Central Florida promises to engage everyone with his presentation “Recession & Recovery: A Look into Our Economic Future”. He will be followed by Lisa Saff Koche, MD, Medical Director of SpectraComplete, focusing on wellness, weight loss, and the prevention of cardiovascular disease, speaking on “Optimal Wellness: What Everyone Should Know for Optimal Health and Wellness”. Ms. Overman will then share “The Seven Steps to Living and Being Financially Well”. Jason K. Woody, President of the Lion’s Eye Institute Foundation, will discuss how vision impacts the economy. Lastly, Jason Brady, CFA, Managing Director for Thornburg Investment Management, will follow with practical guidance on “Investing for Income: Pitfalls and Opportunities”.
Ms. Lisa Weiss, CFA, Chief Investment Officer of The Financial Well, believes that this event offers a call to action to investors. “The first step in taking responsibility for your overall wellness is the most difficult. Our event will put you on the right track. Plus, the speakers will be interesting, and the location is perfect.”
The Lion’s Eye Institute has brought the “Gift of Sight” to over 20,000 men, women and children. Its headquarters is a beautifully restored cigar factory in Ybor City.
About The Financial Well, Inc.
The Financial Well (www.thefinancialwell.com) is a women-owned and operated Fee-Only registered investment advisory firm located in Tampa, Florida. Founded in 1999, The Financial Well is dedicated to helping individuals achieve their financial goals and dreams. With over 50 years of experience, The Financial Well professional team is the one stop resource to find clarity in the financial decision making process. The firm is located at 300 South Hyde Park Blvd, Suite 210, Tampa, FL, 33606.
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Contact
The Financial Well, Inc.
Kimberly Overman
813-229-2000
www.myfinancialwell.info
Kimberly Overman
813-229-2000
www.myfinancialwell.info
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