Media Contact: Jan Wenzel, 874-2116
URI offers seminar on wealth protection
Nationally known author/financial planner to speak
KINGSTON, R.I -- September 5, 2003 -- The University of Rhode Island is offering a seminar on wealth protection. Anyone interested in how to avoid the five most common estate planning mistakes, or how to protect a pension or IRA from the 80 percent tax trap, or how to protect yourself, your retirement, or your inheritance from escalating long-term care costs should plan to attend. To make a reservation, please call 401-874-4498 and confirm which session you plan to attend.
Christopher Jarvis, a nationally known author and financial planner who specializes in asset protection, tax reduction, and estate planning will offer his advice and share his knowledge about these subjects and more during a visit to his alma mater this month. Jarvis earned a bachelors degree in applied mathematics from URI in 1992. He also holds a masters in business administration in finance and entrepreneurial studies from UCLA.
Jarvis will offer the seminar twice: on Friday, Sept. 19 from 4 to 6 p.m. and on Saturday, Sept. 20 from 9 to 11 a.m. Each of the seminars will be held in URIs newly renovated Ballentine Hall, home of URIs College of Business Administration.
The URI alumnus is the author of Wealth Protection: Build and Preserve Your Financial Fortress and Doctors Wealth Protection Guide. He has been quoted in The Wall Street Journal and the Los Angeles Business Journal. Jarvis has also been seen on Bloomberg Personal Finance and has been published in more than 100 magazines and newspapers and has appeared on more than 100 radio programs nationwide. The Los Angeles-based financial services professional consults with affluent clients, attorneys, accountants, financial planners, and insurance agents. His firm, Jarvis & Mandell LLC. can be found at www.jarvisandmandell.com.