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Community Corner

Financial Seminar hosted by the Dunedin Historical Museum

You are invited to the first in a series of financial seminars for members and guests of the Dunedin Historical Museum to be held on Tuesday, July 16th, 2:30 pm at Andrews Memorial Chapel. Seminar will run from 2:30 to 3:30, followed by hors d' oeuvres and refreshments while you "Meet the Speakers." Marc Brandenburg, the Museum's Financial Advisor, will moderate this inaugural seminar planned and underwritten by Ameriprise Financial Services. 

  • Thomas Hagstrom: CFA and SVP-Investments at F-Squared Investments headquartered in the Greater Boston Area, will speak on "Protection for Investors." Mr. Hagstrom is a 20-year Financial Analyst veteran whose investment strategy is designed to deliver "institutional-caliber" results while attempting to avoid short-term performance disappointments.
  • Noel White, Esquire: A prominent Dunedin Estate Planning Attorney, will partner with Mr. Hagstrom and speak on "ESTATE PLANNING 101... Common Estate Planning Mistakes."

This seminar is presented under Ameriprise Financial Services' Community Connections Program. Their Program is designed as a revenue generating opportunity for the Museum while providing our members and their guests with access to financial planning and education. AFS will donate $25 per attendee to the Museum- all they ask is that we have a minimum of 30 people attend the seminar.Please reply by Wednesday, July 10th, if you will be able to attend this seminar and the number of guests you will be bringing. Reply to info@dunedinmuseum.org or call Anita Lanagan, Museum treasurer, at 813-494-4828. You will also have the opportunity to schedule a complimentary financial review at a later date with Marc at the Chapel. 

With the market and tax laws changing almost daily, don't miss out on this opportunity for free investment and estate planning tips. See you at the Chapel on Tuesday, July 16th!

Again, please rsvp to info@dunedinmuseum.org by July 10th.
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