Margolis & Bloom
535 Boylston Street, 8th Floor
Boston, MA 02116

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Monday May 7, 2012 from noon to 1:00 p.m.

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Margolis & Bloom's

First Monday Lunch Series for Professionals
Income Options in a Low Interest Environment


Does it sometimes seem like the Federal Reserve is saving the economy on the backs of retirees by keeping interest rates at record low levels?

This program will discuss investing options available to get more income than banks are offering for money market and CD accounts.

In the first half of the program, John Bankhead, Senior Vice President at UBS Financial Services will cover the topics of:

  • Using dividend paying stocks and ETF's to generate income.
  • Limiting volatility in your stock portfolio wtih conservative option strategies.
  • Equity income strategies with integrated covered call writing.

For the second half of the program, Scott Breault, of Lincoln FInancial Services, will cover the topics of:

  • Tax efficient investing with no AGI limitations AND income for life.
  • Upside tax deferred growth potential
  • Downside protection
  • Take advantage of these benefits while maintaining control of your assets.

Lunch will be provided.

Registration is required.

Register Now!

If you have any questions please do not hesitate to call or send me an e-mail:


Rachel Sandler
Margolis & Bloom