Resources
Wingate utilizes a collaborative process. Throughout your Wingate experience we welcome opportunities to educate and inform you about current issues, so as to help you make informed financial decisions. Below are some examples of resources available to our clients. We offer a range of options, including a library of white papers, educational seminars, and interactive conference calls.
Professional Publications
Powerpoint Presentations
- Roth IRA Presentation - Is a Roth IRA conversion in your future? Use this document to help explain the difference between a traditional and Roth IRA as well as the pros and cons to both.
White Papers
- Why Your Child Won't Talk About College - Informative white paper from Larry Dannenberg about helping your child become more engaged in the college decision making process.
- Roth IRA Conversion - Roth IRAs have become a popular retirement savings vehicle but also contain gross income limitations. This paper will introduce you to some of the Roth IRA rules and requirements.
Conference Calls
- February 17, 2011 - Join Wingate as we cover the current state of the economy and the financial markets as well as our investment outlook for 2011 and beyond. Some topics include interest rates and inflation, commodities and gold, as well as global opportunities.
- September 29, 2010 - Larry Dannenberg, President and Founder of College Solutions, joins us to speak about some of the options available for funding college education as well as sharing his insights about how to help your student pick the right school and what timeline you should follow as you begin the process.
- January 14, 2010 - Wingate Financial Group's first conference call of the new year: A review of 2009 and investment outlook for 2010.
- June 3rd, 2009 - Special guest Charles de Lardemelle, CFA speaks. He is the portfolio manager of the IVA World Fund and joined us to speak about the current economic landscape and shared his insights on investment opportunities for the future.
