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May Meeting


Financial Global Perspective

Speaker: W. Aubrey Morrow, President of Financial Designs, Ltd.

Our May speaker will be W. Aubrey Morrow host of "THE FINANCIAL ADVISORS" Radio Series heard throughout Southern California every Saturday morning from 8 to 10 on News Radio AM 600 KOGO. He is the President of Financial Designs, Ltd., a financial planning firm.

Mr. Morrow will talk about the economic cycles of our economy and it’s impact on investors. His presentation will cover a fascinating look at various major events since 1926 and the effect they have had on the world economy and so on the Global Purchasing Power of the US dollar. Attendees will receive a copy of the Andex chart showing the reaction of various sectors of the US economy in response to major events.

SPEAKER BIOGRAPHY:
W. Aubrey Morrow, President of Financial Designs, Ltd.

Aubrey MorrowAubrey is a well-known local and national speaker on a myriad of financial topics as well as the co-author of five books on financial topics. He served as the technical advisor and host of the national PBS television series, The Financial Advisors, as a member of the Planned Giving Committee of KPBS Public Television, United Cerebral Palsy Association of San Diego County and is Endowment Chairman of San Diego Senior Olympics. Over the last 25 years Mr. Morrow has been interviewed on local and national television and radio, he has served on the Boards of Directors of banks and professional societies including the National Board of Directors and the Ethics and Government Affairs Committees of I.A.F.P. He serves as a consultant to local charities having raised in excess of fifty million dollars for charitable organizations and has taught courses on financial planning at both San Diego State University and the University of California San Diego`s Professional Extension and currently serves on the Financial Planning Program Advisory Board, Department of Finance of San Diego State University. He is also an expert witness in court, NASD and SEC arbitration cases relating to securities and insurance.

Mr Morrow is a charter member of Torrey Pines Kiwanis Club and member of the San Diego Estate Planning Council and Planned Giving Roundtable of San Diego. He is a veteran officer of the United States Marine Corps and holds a business degree from the University of Southern Mississippi with advanced studies in accounting and economics. Aubrey resides with his family in San Diego.

To find out more about Aubrey Morrow please visit: http://www.sddt.com/Commentary/columnist.cfm?Commentary_ID=163

Date
Tuesday, May 13th 2007

Time

5:30 pm (networking) 6:00 pm (program)

Price
  • Price:
    With reservations $28 for members $35.00 for non-members
    At the door $35.00
  • Cancellations:
    Any member/non member who fails to attend after having made a reservation, and has not cancelled by 4:00 PM on the Friday prior to the dinner meeting, will be invoiced $30.00 for the cost of the dinner.

Where

The Butcher Shop
5255 Kearny Villa Rd, San Diego, CA 92123
(858) 565-2272

[see map]

Registration

You may make your reservations utilizing one of the following methods:

  • ONLINE RESERVATIONS: Our most convenient method!
  • Via Telephone: Call 858-391-1309 and place your reservation including the name(s) of the attendee(s) and entree choice(s) (if applicable).
  • Via Fax: Fax your reservation including the name(s) of the attendee(s) and entree choice(s) (if applicable) to 858-748-2455.
  • Via Mail: NAPM-SD, PO Box 1591 Poway, CA 92074 to mail your reservation. Be sure to include the name(s) of the attendee(s) and payment.

 

Reservations are required.....kindly reserve your seat.

Related Information
FUTURE MEETING SCHEDULE
Past Meetings
Dinner Meeting Evaluations
Event Photos!

NAPM-San Diego's dinner meetings are held the second Tuesday of every month. Locations vary to accommodate the diverse locations of our members, so be sure to scroll down to read about our current meeting or check the future schedule for meetings to come. Remember that you do not have to be a member to come and join us!

General Information

Reservations are required.....kindly reserve your seat online or by phone, fax or mail.

The following details apply to all members and non-members planning to attend one of our meetings:

  • Price: With reservations $28 for members $35.00 for non-members
    At the door $35.00
  • Cancellations: Any member/non member who fails to attend after having made a reservation, and has not cancelled by 4:00 PM on the Friday prior to the dinner meeting, will be invoiced $30.00 for the cost of the dinner.

    Due to the fact that NAPM-SD has to pay the full price of each guaranteed dinner (we give a count on Friday), it has become necessary to charge the full price to the member/non member that fails to attend after making a reservation. It is not fair to the general membership to subsidize costs of dinners.

  • Non-Sufficient Funds fee: There will be a $20 fee for any check that is returned for
    non-sufficient funds.
How to Register

You may make your reservations utilizing one of the following methods:

  • ONLINE RESERVATIONS: Our most convenient method!
  • Via Telephone: Call 858-391-1309 and place your reservation including the name(s) of the attendee(s) and entree choice(s) (if applicable).
  • Via Fax: Fax your reservation including the name(s) of the attendee(s) and entree choice(s) (if applicable) to 858-748-2455.
  • Via Mail: NAPM-SD, PO Box 1591, Poway, CA 92074 to mail your reservation. Be sure to include the name(s) of the attendee(s) and payment.


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