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DTSTART:20131203T223000Z
DTEND:20131204T013000Z
LOCATION:The Commonwealth Club
UID:1008220131203T223000ZInvestment Perspectives
DTSTAMP:20260430T140253Z
DESCRIPTION:\nTo register for this meeting [CLICK HERE](http://events.constantcontact.com/register/event?llr=d6987rcab&oeidk=a07e8g98xfn60191f36)         \n \nThanks to our sponsor for this meeting:\n \n\n John K. Lynch\n Regional Chief Investment Officer\n Wells Fargo Bank, N.A.\n topic:\n "Investment Perspectives"\n \nJohn Lynch is a Senior Vice President and the Regional Chief Investment Officer for the Mid-Atlantic Region. His responsibilities include leading the region's investment professionals who offer high net worth individuals a customized, comprehensive approach to portfolio management. In addition, the investment team provides clients access to four other key Wealth Management (WM) services-private banking, trust,estate, and financial planning.\n \nMr. Lynch has more than 25 years of experience in the financial services industry.Prior to his current role, Mr. Lynch was the Chief Equity Strategist with Wells Fargo Funds Management, LLC. He joined Wells Fargo through the acquisition of Wachovia, which included Evergreen Investments. Mr. Lynch was a Managing Director and Chief Market Analyst with Evergreen Investments. After joining Wachovia in 1996, John served as Chief Investment Strategist at IJL Wachovia, the firm's private client division.\n \nMr. Lynch has been featured in various media outlets, including CNBC, Bloomberg News, Barron's Magazine and The Wall Street Journal.\n \nMr. Lynch holds a B.A degree from Villanova University and a MBA in finance from The College of William and Mary.\n\nGUESTS and EMERITUS\n \nThe guest fee is $90. Guests must be registered in advance by a member. Guests who are in good standing at another region's Estate Planning Council must register in advance, but are not required to be sponsored by a member.\n \nEmeritus members must be registered and the Emeritus fee is $85, unless already paid for the year.\n \nChecks should be made payable to the Estate Planning Council of Richmond.\n \nShould your plans change or guests change, contact the Council Secretary no later than 5 p.m. on Wednesday, November 27th.\n \n \n  Nancy Newton "Newnie" Rogers, Secretary\nnrogers@vaetlaw.com\n 804-592-3560\n
SUMMARY:Investment Perspectives - Estate Planning Council of Richmond Virginia 
PRIORITY:3
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DESCRIPTION:Reminder
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