Noted Local Speakers to Share Their Insight on Managing Money, Estate
Planning and Preparing for Retirement
U.S. Bancorp (NYSE: USB):
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WHAT:
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Three senior banking and finance professionals will be
participating in a “Money and Security Community Conversation”
hosted by Milwaukee Public Television and Next Avenue, the new
national public media website that focuses on America’s growing
50+ population. The panelists will include: Jayne Hladio,
U.S. Bank, Kathy Pertl, The Private Client Reserve of U.S.
Bank and DJ Verhaalen, U.S. Bancorp Investments.
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WHEN:
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Monday, Nov. 10, from 6 p.m. to 7 p.m. CT (streaming live at
MPTV.org)
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RSVP to Robin Francis, robin.francis@usbank.com,
or Allyson Olivier, allycat.olivier@sbcglobal.net.
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WHERE:
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The Port Exploreum, 118 N. Franklin St., Port Washington, Wisc.
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WHY:
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Managing finances and preparing for retirement is increasingly on
the minds of Americans. As individuals reach their 50s and beyond,
this process can be daunting, as this group must make decisions and
take steps to be financially prepared for a retirement that could be
as long as their working years.
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Consider these facts:
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The 2014 Retirement Confidence Survey found that half of all workers
have less than $10,000 saved for retirement. That same survey also
found that half of workers 55 and older have less than $50,000 in
retirement savings (Employee Benefits Research Institute.)
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62 percent of baby boomers report that they believe they will have to
delay retirement, according to a 2013 report from The Conference Board.
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53 percent of American workers have not calculated how much money
they’re likely to need in retirement (2013 Retirement Confidence
Survey, EBRI and Matthew Greenwald and Associates.)
Speakers from U.S. Bank and U.S. Bancorp Investments will provide views
on a full range of financial topics, including the recently launched
RealSteps>Retirement® (www.usbank.com/retirement.)
RealSteps>Retirement is a comprehensive and disciplined retirement
planning process that takes a holistic approach to planning for
retirement and that provides tools, resources and expertise to help
individuals, families and business owners move closer to their
retirement goals.
WHO: U.S. BANK MPTV/NEXT AVENUE COMMUNITY CONVERSATION
PANELISTS:
Jayne C. Hladio, Metropolitan Wisconsin regional
manager for Consumer Banking for U.S. Bank, has served with U.S.
Bank since 2009. Hladio leads 800 consumer and small business colleagues
and business partners. With 25 years of financial services experience,
she was recently honored along with select U.S. Bank female leaders as
the “Most Powerful Women in Banking Team 2009, 2010 & 2012” by U.S.
Banker, a leading industry publication. Hladio currently serves on the
strategy committee of the Junior Achievement Dane County Board, as Heart
Ball Appeal Chair for Milwaukee’s American Heart Association Walk and as
a TEMPO Program Director/Executive Committee Board Member. Additionally,
she serves on the Discovery World Board and as a Leadership Division
Co-chair for The United Way Greater Milwaukee.
Kathy Pertl, trust managing director, The Private Client Reserve of
U.S. Bankleads the personal trust team in Wisconsin. She has an
extensive background in complex estate administration, trust asset
allocation and managing private foundations. She is a member of the
Waukesha Estate Planning Council and Professional Dimensions.
Additionally, she serves on the Board of Directors for the Alzheimer’s
Association of Southeastern Wisconsin. In 2009 and 2010, Kathy was
recognized as a Top Wealth Manager by Milwaukee Magazine.
DJ Verhaalen, senior financial advisor with U.S. Bancorp Investments,
works as a financial partner to build, preserve and transfer wealth
through long-term relationships, using a disciplined and ongoing process
to help address a wide range of wealth management issues. Verhaalen has
more than 24 years of financial industry experience.
About U.S. Bank Wealth Management
U.S. Bank Wealth
Management offers comprehensive wealth management services, including
wealth planning, investment management, trust and estate services, and
private banking, for individuals, families, and their foundations
through three distinct service models. Ascent Private Capital Management
(ascent.usbank.com) serves clients with $50 million or more in
net worth; The Private Client Reserve (reserve.usbank.com) serves
clients with $3 million or more in net worth; and The Private Client
Group serves affluent clients with more than $100,000 of investable
assets.
About U.S. Bancorp Investments
U.S. Bancorp Investments, an
affiliate of U.S. Bank, provides financial planning, investment
management, full-service brokerage, self-directed brokerage, and
insurance products and services to individual investors. Financial
Advisors serve clients with more than $100,000 in investable assets at
more than 3,000 U.S. Bank branches in 25 states. For more information,
visit usbank.com.
About The Private Client Reserve
The Private Client Reserve
provides comprehensive wealth management services to individuals and
families with $3 million or more in net worth. Highly experienced,
client-focused teams deliver customized strategies including wealth
planning, investment management, trust and estate services and private
banking tailored for each client’s unique goals and needs. For more
information, visit reserve.usbank.com.
About U.S. Bank
Minneapolis-based U.S. Bancorp (NYSE: USB),
with $391 billion in assets as of Sept. 30, 2014, is the parent company
of U.S. Bank National Association, the Fifth largest commercial bank in
the United States. The Company operates 3,177 banking offices in 25
states and 5,026 ATMs and provides a comprehensive line of banking,
investment, mortgage, trust and payment services products to consumers,
businesses and institutions. Visit U.S. Bancorp on the web at www.usbank.com.
RealSteps>Retirement® is a registered trademark of U.S. Bancorp
Investment and Insurance products and services are:
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Not a Deposit
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Not FDIC Insured
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Not Guaranteed by the Bank
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May Lose Value
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Not Insured by Any Federal Government Agency
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U.S. Bank, U.S. Bancorp Investments and their representatives do not
provide tax or legal advice. Each individual's tax and financial
situation is unique. Individuals should consult their tax and/or legal
advisor for advice and information concerning their particular situation.
U.S. Bank and U.S. Bancorp Investments are not affiliated with the
companies or organizations mentioned above unless indicated otherwise.
For U.S. Bank:
Deposit products offered by U.S. Bank
National Association. Member FDIC. Credit products offered by U.S. Bank
and subject to normal credit approval.
U.S. Bank is not responsible for and does not guarantee the products,
services or performance of U.S. Bancorp Investments.
For U.S. Bancorp Investments:
Investment products and
services are available through U.S. Bancorp Investments, the marketing
name for U.S. Bancorp Investments, Inc., member FINRA and SIPC, an
investment adviser and a brokerage subsidiary of U.S. Bancorp and
affiliate of U.S. Bank.
Insurance products are available through various affiliated non-bank
insurance agencies, which are U.S. Bancorp subsidiaries. Products may
not be available in all states. CA Insurance License# OE24641.
Source: U.S. Bancorp
U.S. Bancorp
Robin Francis, 651-466-7187
Robin.francis@usbank.com
or
Michael
Walsh, 612-303-9122
Michael.walsh@usbank.com