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David Loeffler
Each weekday morning at about 6:40, 7:10, 7:40 and 8:10, David hosts Channel 31's "On The Money" reports... providing Good Day Sacramento viewers with timely business news, stock market updates and investment information.
David is a Portfolio Manager and Financial Planner for First Union Securities in their Sacramento and Roseville offices. As a Vice President-Investment Officer with many years experience, he currently provides a broad array of investment advice to individual investors and business owners.
Along with comprehensive Retirement Planning, including management of IRAs, 401(k)s, etc.,
David also assists clients with their Estate Planning, Education Planning, and Investment Management.
He provides personally-managed portfolios of stocks, bonds and mutual funds along with Annuities and Insurance needs, including Life, Health, Disability and Long Term Care.
A native Sacramentan, David earned his degree at California State University - Sacramento, and has received advanced education in Investment Management and Financial Planning. He continues to pursue additional course work in the areas of Portfolio Management as well as Estate and Retirement Planning. Davids extensive background and broad experience enables him to offer clients comprehensive planning and investment services, as well as unique insight through his daily On The Money reports.
Free Educational Workshop
for Business Owners, HR Directors & Accountants...
"Retirement Plans: The Rules Have Changed!"
The fast-changing rules for Business Retirement Plans have changed again! Are your company's benefits up to speed? Come learn more about:
**New Contribution, Tax and Rollover Provisions of EGTRRA:
The Economic Growth & Tax Relief Reconciliation Act of 2001.
**Choosing the best Retirement Plan for your business:
401(k), Simple IRA, Profit Sharing & More!
**Maximizing benefits for key employees.
**Satisfying "employee investment education" requirements.
** The NEW, low-cost "Uni-K"... an ideal 401(k) Plan for owner-only businesses.
** The NEW 529 College Savings Payroll Plans: more employee benefits with no additional cost.
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Guest Speakers:
David A. Loeffler, Vice President - Investment Officer, "Loeffler Wealth Management Group" of First Union Securities.
Kenneth W. Ruthenberg, Employee Benefits Attorney; Chang, Ruthenberg & Long
Accountancy CE Credits and complimentary plan reviews will be available. Bring your questions...we'll provide the answers!
Thurs., March 21st... Woodbridge Country Club / Lodi... Lunch Provided
Thurs., March 21st... The Klamath Ferry / Stockton... Hors d'oeuvres & Refreshments
Tues., March 26th.... Maidu Comm. Center / Roseville... Lunch Provided
Wed., March 27th... US Bank Plaza Bldg / Sacramento... Hors d'oeuvres / Free Parking
Seating is limited. For details and reservations, call (916) 491-6363 or send your request to the email link below.
Receive the NEW Outlook 2002
investment strategy report Free!
This new, easy-to-read and insightful report, Out of the Rough: Approaching the Sweet Spot for Stocks, details key strategies that we believe can help investors make the most of the expected economic recovery.
First Union Securities believes that 2002 will provide a slow and steady recovery for long-term investors. But, everyone needs to stay informed about strategies that can affect their portfolio in todays markets.
This booklet discusses timely topics such as: Small & Mid-Caps relative to the Large Caps; Growth versus Value; Cyclical Sectors versus Defensive Sectors; The Best Opportunities in Bonds; Recommended Allocations for Three Types of Investors, and much, much more!
To receive your complimentary copy, email your name, mailing address and daytime phone number to the link below; or phone
(916) 491-6363 from Mon-Fri, 7am 3pm.
If you have any questions about these current investment opportunities, David will be happy to speak with you or set up an appointment to personally review your portfolio.
You can reach David Loeffler personally by calling (916) 443-4493 or (800) 877-7783. Or, you may email him at dloeffl@firstunion1.com or by clicking the link below.
E-mail David
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