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Seminars



B&M Walker Enterprises, Inc.   
Barbara L. Walker,
RFC, CEPP

 

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 2010

For more information regarding these seminars, and to register, please call us at Phone: (812) 283-0727 or (502) 254-2090

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

 

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

 

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