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David
Reiser and
Robert DiColo
Bridge
the gap between wanting to grow assets and knowing how to
do it. Since every family and individual is unique, Reiser
and DiColo urge an individualized approach to long-term
financial planning and promote a critical first step: Don't-do-it-yourself;
Hire the right expert.
Their straightforward and personal financial planning advice,
based on sound financial principle and proven track records,
are useful to savvy and beginning investors alike. Their explication
of real-life wealth stories provides invaluable lessons and
insight. Whether looking for financial planning for retirement
or a personalized investment strategy for the future, Reiser
and DiColo will outline clear steps to maximize growth, minimize
risk and achieve the bottom line accumulated wealth.
Topics
Include:
Male
Investors are from Mars
Females Investors are from Venus
The Client/Advisor relationship
Pitfalls of the do-it-yourself investor
Empowering the investor to become the CEO of You, Inc
Retirement and Benefit Planning Issues
Allocating Assets
Estate Planning
Leaving a Legacy Wisely
Benefit planning for the employee
Praise
for David Reiser and Robert DiColo:
"Dave
Reiser and Bob DiColo describe... examples of the individualized
attention that is essential to helping each person achieve
his or her own unique goals..."
William
Lytton, currently Senior Vice President and General Counsel
of International Paper, and former Deputy Special Counselor
to President Ronald Reagan
"( David Reiser will ) explain what the market is doing.
And we'll discuss what... to buy and why. Nine times out of
10, I go with his recommendations."
Meredith
Cohen, Director of Learning and Development for Belenos, as
quoted in Investor's Business Daily
"Based
on sound financial principles, solid track records, and outlines
with clear and concise steps, the authors arm ready investors
with invaluable information."
Accounting
Today
"Dave
Reiser and Bob DiColo have succeeded where many others have
failed: they have explained in a simple straightforward and
understanding manner the complex, and often frustrating world
of retirement planning."
John
A. Tarantino, President, Adler Pollack & Sheehan and Past
President, Rhode Island Bar Association
"David
Reiser and Robert DiColo have written a readable book that
aims to empower the reader, while at the same time creating
knowledge of when professional advice is needed. It is a combination
of old-fashioned wisdom and new age understanding. Anyone
can benefit from thinking about its lessons."
Zoe
Baird, President, The Markle Foundation
"Reiser
and DiColo have hit the nail right on the head. A "donÕt-do-it-yourself"
book that will guide professionals and novice investors on
the path to wealth creation."
Dr.
Robert Goodman, Managing Director and Senior Economic Advisor,
Putnam Investments
David
Reiser and Robert DiColo:
Senior
Vice Presidents of Investment at UBS PaineWebber, Inc., and
partners in The Reiser and DiColo Retirement and Estate Planning
Group. Authors of WEALTH BUILDING: Investment Strategies
for Retirement & Estate Planning, they have advised
thousands of worldwide employees and HR Departments of multinational
Fortune 500 companies, and managed more than $400 million
in client assets.
They
have been featured in national media:
David
Reiser and Robert DiColo have appeared on many programs...
including PBS "That Money Show," CNBC "Today's
Business," ABC News "World News-This Morning"
and Bloomberg TV/USA Network's "Newsline."
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