Thursday, February 4, 2010

Educational Webinar: Using a Financial Plan to Boost Your Wealth

Join us for a Webinar on February 18

Space is limited.
Reserve your Webinar seat now at:

According to the SEC, individuals with a written financial plan have twice the money in savings and investments as those who don’t. Investors with a comprehensive plan are twice as likely to take actions that lead to financial success, such as saving enough to meet their retirement goals, rebalancing their portfolio, and selecting low-cost investments. In addition, 88% of those with a financial plan feel they have a clear financial direction, twice the percentage of those without professional support.

During this educational web seminar, an industry expert will discuss how a comprehensive financial plan:

• Will identify the amount you need save and the return your investments must achieve to enjoy the lifestyle you’ve envisioned.
• Ensures your investment portfolio is customized to achieve your retirement goals and reflect your risk tolerance.
• Can determine the best strategy for managing Social Security, 401(k)s, and pensions.
• Allows you to accurately assess your insurance coverage, ability to fund a child’s education, and estate planning efforts.
• Will identify potential liabilities that can decimate your nest egg, such as an undiversified portfolio and long-term care costs.

Don’t miss this opportunity to learn how to construct a financial tool that will benefit you for the rest of your life. REGISTER TODAY!

Title: Using a Financial Plan to Boost Your Wealth
Date: Thursday, February 18, 2010
Time: 7:00 PM - 8:00 PM MST

After registering you will receive a confirmation email containing information about joining the Webinar.

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