FINANCIAL STRATEGIES TO HELP IMPROVE YOUR FUTURE

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[VENUE NAME]

[ROOM NAME]

[MONTH]

[DATE]

[DAY OF WEEK]

[TIME FRAME]

STEPS THAT COULD LEAD TO FINANCIAL SUCCESS

Sound financial management is a process that begins with your first paycheck and continues through each stage of life. Every decision you make about money today forms the foundation for your financial future. We want to show you how to develop a comprehensive financial strategy - one that covers all the financial bases, from insurance and investing, to retirement planning and estate conservation. 

SEATING IS LIMITED
SIGN UP TODAY

Join us at the [VENUE NAME] for an informational seminar covering Financial Management Strategies on [WORKSHOP DATE] from [TIME-FRAME].

 

Everyone who attends will receive a full-color, 20-page workbook on financial management. This resource contains a wealth of information - including exercises and questions that could help you assess your current situation and make sound financial decisions. Perhaps best of all, you will be eligible for the complimentary consultation offered to all workshop participants. 

DURING THIS EDUCATIONAL PRESENTATION, WE WILL DISCUSS

  • Ways to help your money work smarter and harder for you

  • How to estimate the amount of insurance protection you may need

  • The true cost of credit card debt

  • Three critical components of a sound investment plan

  • Steps you could take to help manage taxes and potentially increase your net worth

  • How to calculate how much money you may need to retire

  • Important estate conservation strategies