Friday, November 27, 2009

Net Worth Advisory Group Seminar at LaCaille

Net Worth Advisory Group will be teaching a seminar at LaCaille on Tuesday, December 1st at 7:00 pm. Both prospective clients and current clients and their guests are welcome.

We welcome the opportunity to introduce our financial planning and investment management services to anyone who will be retiring in the next couple of years, those who are currently retired, and people who are currently concerned about retirement planning. If you are a current client, even if you don’t have a guest to invite, we would love to have you in attendance as a way of showing our appreciation for your continued confidence in our firm.

We will be covering many of the topics outlined in Ray’s book (The Retiring Boomer’s Financial Handbook) and each guest will receive a complimentary copy of the book. Here are the details.

Date: Tuesday, December 1, 2009

Location: LaCaille

Time: Dinner at 7:00, Presentation at 8:00

RSVP to Lon at 566-0740 or email

Thanks for your continued confidence. Please let us know if there is anything we can do to enhance the services we provide. We love our jobs, and appreciate your business.

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