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October 2010
Women Excelling At Life Transforming Habits
WEALTH Newsletter
Financial Advisor

As election day approaches, there are many issues that investors need to review. This month's article from the NC Secretary of State focuses on the Dodd-Frank Wall Street Reform and Consumer Protection Act. I was going to post some of the article in this newsletter but it was too long. However CNN had a great summary so read their link for the highlights. There are some great consumer protections in place for investors so please take a few minutes to review them!!

 

As always, keep in touch.
Sherri Brown

Additional Reading

NY Times: The Tax Cut Nobody Heard Of...

 

Five Essential Questions to Ask Your Financial Advisor Before the Elections
Cali Pearl provides competent and unbiased fee only advice that caters to women of all ages and in varying stages of life. We understand your needs and we have your best interests at heart which is why we provide educational tools and financial services that will improve your understanding of personal finance and investments. We know that improved knowledge in those areas will allow you to experience complete confidence and freedom in your investment decisions.
 
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Upcoming Cali Pearl Seminars and Workshops

 

Tuesday, November 9th, 2010: IRS has created a new tax department, Global High Wealth Industry

 

Tuesday, November 16th, 2010: Women's Leadership Exchange - How will the new healthcare reform affect my small business?

 

Thursday, November 18th, 2010: Window Closing on Estate Planning Perks