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Seminars


Not All Financial Advisors Provide Equal Service

12 Reasons Clients Prefer Our Agency

  1. Specialists in Retirement Planning

  2. Education and Training in Investments, *Taxes, Retirement, and Estate Planning

  3. Individually Designed Plan for "Building Your Financial House".

  4. Prepares Unbiased Plan (No Proprietary Products)

  5. Diversified Investment Expertise*

  6. Objective Insurance Experience

  7. Tax Reduction Strategies (including Continuing Education Credit for CPAs)

  8. Flexible Compensation Schedule to Meet Your Changing Advisory Needs.* (fee-based and/or commissions)

  9. Committed to Educating the Public in Financial Planning Through Seminars and Meetings*

  10. Regular Reviews (Quarterly to Annually), Focusing on the Bottom Line - the Annualized Rate of Return

  11. Periodic Informative Newsletters to Clients

  12. Free Initial 1-hour Consultation for Referrals and Seminar Attendees

Schedule of Seminars

To Be Determined for 2009-2010

For more information regarding these seminars, and to register, please call us at (812) 283-0727

Barbara Walker is a Registered Representative and Investment Advisor Representative of Silver Oak Securities, Inc. and offers securities in Indiana and Kentucky.  She is insurance-licensed in Indiana and Kentucky.

Barbara Walker offers financial planning services, securities and other investment advisory services through Silver Oak Securities, Inc., A Registered Investment Adviser, Member NASD, SIPC.  B&M Walker Enterprises, Inc. is independent of Silver Oak Securities, Inc.

 
Copyright © 2009 B & M Walker Enterprises, Inc.. All Rights Reserved.