Net Worth Advisory Group will be teaching a retirement and financial planning seminar at LaCaille on Thursday, February 25th at 7:00 pm. We welcome the opportunity to introduce our financial planning and investment management services to anyone who is currently retired or will be retiring in the next year.
We will be covering many of the topics outlined in Ray LeVitre's book (The Retiring Boomer’s Financial Handbook) and each guest will receive a complimentary copy of the book. Mr. LeVitre, our firm's managing partner, will be available to address questions after the presentation. Here are the details.
Date: Thursday, February 25, 2010
Location: LaCaille
9565 Wasatch Blvd.
Sandy, UT 84092
Time: Dinner at 7:00, Presentation at 8:00
RSVP to Lon Jefferies at 566-0740, lon@networthadvice.com, or text to: 801-809-9522.
For more information, visit http://networthadvice.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://networthadvice.com. Lon can be emailed at lon@networthadvice.com, or phoned at (801) 566-0740.
