* 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, November 12
7:00 PM
SLCC Miller Campus
MFEC Building, Room 223
9750 South 300 West
Sandy, UT 84070
To reserve your spot in the class please contact:
Lon Jefferies
Net Worth Advisory Group
801-566-0740
lon@networthadvice.com
http://www.networthadvice.com/
For more information, visit http://www.utahfinancialadvisor.blogspot.com.
About Mr. Jefferies
Lon Jefferies is an investment advisor representative with Net Worth Advisory Group, a fee-only financial planning firm in Salt Lake City, Utah. He is a member of the National Association of Personal Financial Advisors (NAPFA) and a candidate for CFP™ certification. He possesses an MBA and bachelor's degrees in Finance and Marketing from the University of Utah. Lon writes articles for local magazines such as Business Connect and Utah Business Magazine, and he consistently contributes articles to online magazines such as FIGuide.com and FILife.com (by The Wall Street Journal). Additionally, Lon is a platinum expert author at EzineArticles.com. Lon has been quoted nationally in publications such as the NY Times and Investment News.
Contact Info
View Lon's blog at http://www.utahfinancialadvisor.blogspot.com, and visit Net Worth Advisory Group's home page at http://www.networthadvice.com. Lon can be emailed at lon@networthadvice.com, or phoned at (801) 566-0740.
