Financial Advisory Firm in Salt Lake City, Utah, Hosting a Financial Planning Webinar Tonight - 2/18

Webinar will detail what should and should not be included in a comprehensive financial plan, how to utilize the financial plan to maximize the probability of obtaining retirement goals, and how to update the plan to reflect your changing situation.
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Salt Lake City - Utah - US

Feb. 18, 2010 - PRLog -- Joining us for a financial planning webinar.

Webinar Title: Using a Financial Plan to Boost Your Wealth
Date: Thursday, February 18, 2010
Time: 7:00 PM - 8:00 PM MST

According to the SEC, individuals with a written financial plan have twice the money in savings and investments as those who don’t. Investors with a comprehensive plan are twice as likely to take actions that lead to financial success, such as saving enough to meet their retirement goals, rebalancing their portfolio, and selecting low-cost investments. In addition, 88% of those with a financial plan feel they have a clear financial direction, twice the percentage of those without professional support.

During this educational web seminar, an industry expert will discuss how a comprehensive financial plan:

• Will identify the amount you need save and the return your investments must achieve to enjoy the lifestyle you’ve envisioned.
• Ensures your investment portfolio is customized to achieve your retirement goals and reflect your risk tolerance.
• Can determine the best strategy for managing Social Security, 401(k)s, and pensions.
• Allows you to accurately assess your insurance coverage, ability to fund a child’s education, and estate planning efforts.
• Will identify potential liabilities that can decimate your nest egg, such as an undiversified portfolio and long-term care costs.

Don’t miss this opportunity to learn how to construct a financial tool that will benefit you for the rest of your life. REGISTER TODAY!

Title: Using a Financial Plan to Boost Your Wealth
Date: Thursday, February 18, 2010
Time: 7:00 PM - 8:00 PM MST

Space is limited.
Reserve your Webinar seat now at:

After registering you will receive a confirmation email containing information about joining the Webinar.

About the Presenter

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 and (by The Wall Street Journal). Additionally, Lon is a platinum expert author at Lon has been quoted nationally in publications such as the NY Times and Investment News.

Contact Info

Visit Net Worth Advisory Group's home page at Lon can be emailed at, or phoned at (801) 566-0740. View Lon's blog at

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Fee-Only Financial Planner
Net Worth Advisory Group
6975 Union Park Center, Suite 465
Midvale, UT 84047
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Tags:Financial Plan, Financial Planning, Financial Advisor, Financial Planner, Retirement, Investments, Retirement Plan
Industry:Accounting, Finance, Services
Location:Salt Lake City - Utah - United States
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