How to put more money in your pocket every month


Contact: Hope Katz Gibbs, Director of Communications
Bernard Wolfe & Associates,
703 346-6975 /

Join Bernard Wolfe & Associates June 2, 6-8 pm, when the financial planning firm hosts an educational session on income-generating strategies for 2009 and beyond

Chevy Chase, MD, May 26, 2009 — As most people continue to navigate the volatile economic climate, the top-rated financial planning firm Bernard Wolfe & Associates ( is taking the initiative to educate all investors by hosting informative seminars every other month to teach investors about the new landscape of financial planning.

“I have been in finance business for nearly 30 years, and am committed now more than ever to being a trusted advisor to all of our current and potential clients who might need to rethink their current financial strategies,” says Bernard Wolfe, a Certified Financial Planner, Certified Divorce Financial Analyst (CDFA), and one of the first members of the Registry of Financial Planners in the Washington DC area.

What makes Wolfe’s firm stand out from the rest, he believes, is that he operates from a strategy he learned when he played for the National Hockey League’s Washington Capitals for nearly five seasons.

“As Wayne Gretzky used to say, ‘a good hockey player plays where the puck is, a great hockey player plays to where the puck is going to be,’” says Wolfe, who was named the Rookie of the Year, Most Valuable Player, Athlete of the Year, and All Canadian by his alma mater, Sir George Williams University in Montreal. “That metaphor couldn’t be more appropriate than it is in this current economic crisis. What we try to do in our business is exactly what Gretzky spoke about in hockey. We try to anticipate how best to situate our clients and not rely on what worked over the last 20-30 years, but what will work today and tomorrow.”

Staying the course, and business as usual isn’t a good plan, says Wolfe and his partner Brad Glickman, also a Certified Financial Planner, have introduced another metaphor.

“We advise our clients, many who have trusted us to manage their million-dollar portfolios, that the only way to stay ahead of that proverbial puck is to row — not sail,” Glickman says. “For many people the old buy-and-hold strategy may not be as appropriate moving forward.”

Wolfe and Glickman invite their clients to bring a friend to their second educational cocktail reception at the Pooks Hill Marriott in Bethesda on June 2 from 6-8 p.m. The topic for the event will be “Income Generating Strategies as an Alternative to the Stock Market & Current Mortgage Reform Legislation and the Effect on Lending.”

Speakers include Maggie Hoffberg, who will talk about the ups and downs of the mortgage industry in the last decade in a speech entitled, “How Did We Get Into This Mess?” Derek Schwartz, of ICON Capital Corp., will discuss the benefits of investing in the equipment leasing industry.

“We had an overwhelming response to our first seminar in April and we’re excited to open up this event to an even larger audience,” Wolfe explains. “We invite everyone who is interested in expanding their understanding of important financial issues to join us on June 2.”



Tuesday June 2, 2009, 6:00 to 8:30pm
Pooks Hill Marriott
5151 Pooks Hill Road, Bethesda, Maryland

Light hors d’oeuvres and refreshments will be served.

Please RSVP to (301) 652-9677 or (Let us know how many guests you plan on bringing to the session. If the June 2nd session is filled, we will pre-register you for a future date.)

Note: Seating is limited and many spaces are already reserved by those pre-registered from last session’s waiting list. As we mentioned before, we encourage you to bring other family members, friends, or colleagues who may be interested in attending.