Date: Thursday, March 18, 2010
Time (Choose One): 10:00am to 11:30am or 6:30pm to 8:00pm
Where: Windsor Assets (Conference Room), 850 Iron Point Road, Folsom, CA 95630
Petersen on Money brings you timely and relevant information on global and national events that will likely impact your investment portfolio, and thus your retirement and estate planning. Petersen on Money is hosted by M. Todd Petersen, CFP®, MBA, a twenty-five year veteran of the financial services industry and CEO of Windsor Assets, a full-service investment management company that offers securities and advisory services through Commonwealth Financial Network, member FINRA/SIPC, a Registered Investment Adviser. In addition, the show and this web site will often highlight allied professionals in complimentary disciplines or sponsors and advertisers committed to helping you improve other inter-connected areas of your life, namely interpersonal relationships, health & wellness, and lifestyle or time.
Todd started his investment career in 1984 and now serves clients in multiple states. He has devoted much of his professional career to studying and understanding capital markets as well as balancing the risks and rewards of investment selection to support income and growth opportunities. He has lectured throughout the United States on enhancing estate plans through proper investment and insurance planning and is a contributing author to 21st Century Wealth (Quantum Press, 2000). Additionally, Todd is a retired Infantry Colonel (USAR), is currently a Ph.D. student in Financial Management at Northcentral University, and a board member of the International Leadership Foundation, a non-profit organization devoted to the spiritual and economic renewal of Africa. Though often described as “busy”, Todd’s primary interest and devotion are to his wife, Debbie, and three sons.