FINANCIAL STRATEGIES TO HELP IMPROVE YOUR FUTURE

[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 

© 2020 by Financial Management 567 

If you are in need of a sign language interpreter, please contact us by calling 844-567-7760. We will do our best to accommodate your request, however 3-5 business days are typically needed to secure an interpreter. If we are unable to schedule an interpreter for the event, we will notify you via e-mail.

This presentation is strictly informational. No investments will be promoted. However, the Financial Professional presenting may invite you to a follow up consultation where financial products may be presented or offered. This presentation has not been endorsed by the Social Security Administration. Neither Financial Management 567 nor the Financial Professional presenting this seminar are affiliated with the Social Security Administration or any other governmental organization.

Mutual funds, ETFs, and variable annuities are sold by prospectus. Please consider the investment objectives, risks, charges, and expenses carefully before investing. The prospectus, which contains this and other information about the mutual fund, ETF, or the variable annuity contract and the underlying investment options, is available from your financial professional. Be sure to read the prospectus carefully before deciding whether to invest.