In recognition of this growing problem, three financial industry leaders are taking the issue of debt and saving to the streets of Salt Lake City during a national bus tour stop to deliver complimentary financial advice from volunteer, independent registered investment advisors and education to help consumers reverse these startling trends.
The National Association of Personal Financial Advisors (NAPFA) Consumer Education Foundation, TD AMERITRADE Institutional and Kiplinger’s Personal Finance magazine are collaborating on the Your Money Bus Tour. Coming to Salt Lake City on April 3, 2009, the Your Money Bus Tour will deliver the important message that it is never too late to start taking steps to prepare for a secure financial future.
During the stop in Salt Lake City, volunteer financial advisors will be on-hand to conduct the following event:
• 12:00 pm to 5:00 pm – Complimentary advice event at the City Library - Main Branch Conference Center (210 East 400 South, Salt Lake City, UT). Bring your financial questions and chat one-on-one with a financial advisor to get your answers. Be sure to also pick-up a handy toolkit full of information on debt reduction and saving.
To learn more about the event taking place in Salt Lake City, visit www.yourmoneybus.com for up-to-date schedule information.
“The Your Money Bus Tour is a way for our organizations to reach out to consumers in Salt Lake City and in other cities coast-to-coast to help them make better decisions for their futures,” said Michael Joyce, CFA, CFP®, chairman of the NAPFA Consumer Education Foundation Board. “We hope everyone in Salt Lake City has a chance to stop by the bus to get some complimentary advice and pick-up some literature. We know they will be happy they did.”
If you have any questions regarding the Your Money Bus Tour and would like to talk with a representative from one of the collaborators, please contact the following representative:
Lon Jefferies, MBA- NAPFA member and event volunteer
Net Worth Advisory Group
801-566-0740
lon@networthadvice.com
http://www.networthadvice.com
http://www.utahfinancialadvisor.blogspot.com
ABOUT THE NAPFA CONSUMER EDUCATION FOUNDATION
The NAPFA Consumer Education Foundation is built upon the expertise of the National Association of Personal Financial Advisor’s more than 2,000 members and its high standing within the industry. The Foundation makes grants to organizations that demonstrate the ability to educate consumers about basic personal financial issues. The Foundation will partner with recognized educational organizations to expand the breadth, depth, and distribution of consumer financial education programming, including materials developed by NAPFA.
For more information, please visit www.NAPFAFoundation.org
ABOUT TD AMERITRADE INSTITUTIONAL
TD AMERITRADE Institutional, Division of TD AMERITRADE, Inc., member FINRA/SIPC, is a leading provider of comprehensive brokerage and custody services to nearly 5,000 fee-based, independent Registered Investment Advisors (RIAs) and their clients. Their advanced technology platform, coupled with personal support from their dedicated service teams, allows investment advisors to run their practices more efficiently and effectively, while optimizing time with clients. TD AMERITRADE Institutional is committed to advocating on behalf of advisors and their clients and understands the importance of being a fiduciary.
For more information, please visit www.TDAinstitutional.com.
ABOUT KIPLINGER’S PERSONAL FINANCE
Kiplinger's Personal Finance magazine provides down-to-earth advice on managing money and achieving financial security. It provides trustworthy information and practical guidance on saving, investing, planning for retirement, paying for college, buying an automobile, home and other major purchases. Kiplinger’
TD AMERITRADE, NAPFA Consumer Education Foundation and Kiplinger’s Personal Finance magazine are all separate and unaffiliated and are not responsible for one another’s services and policies.
For more information about the Salt Lake City, Utah stop of the Your Money Bus Tour, visit:
http://utahfinancialadvisor.blogspot.com
