News By Tag * Financial Plan * Financial Advisor * Financial Planner * Independent * Fee-only * Investment * Investing * Retirement * More Tags... Industry News News By Place Country(s) Industry News
| Independent Fee Only Financial Planner in Salt Lake City, Utah, to Host a Free Educational WorkshopAttend this free educational workshop to learn about the latest strategies to prepare for and succeed during retirement. * Determine if you still have enough money to retire * Find a trusted advisor - discover fee-only planning
* 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, October 15 7:00 - 8:00 PM or 8:00 - 9:00 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. # # # Fee-Only Financial Planner Net Worth Advisory Group 6975 Union Park Center, Suite 465 Midvale, UT 84047 End
|
| |||||||||||||||||||||||||||||||||||||||||||||||||||