Tuesday, October 6, 2009

Educational Workshop - October 15th

Attend this free educational workshop to learn about the latest strategies to prepare for and succeed during retirement.
  • Determine if you still have enough money to retire
  • Find a trusted advisor - discover fee-only planning
  • How investment policy statements protect you
  • Common hidden costs that deplete your nest egg and what to do about them
  • Opportunity knocks - is a Roth IRA conversion right for you?
Attendees will receive a complimentary copy of The Retiring Boomer’s Financial Handbook.

Hosted by Net Worth Advisory Group, a fee-only (no commission) financial planning firm specializing in helping clients prepare for retirement.

Thursday, October 15
6:00 - 7:00 PM or 8:00 - 9:00 PM

SLCC Miller Campus
MFEC Building, Room 223
9750 South 300 West
Sandy, UT 84070
View Map

To reserve your spot in the class please contact:
Lon Jefferies
Net Worth Advisory Group



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