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Event Details
You're invited to:
A Retirementology Seminar
August 25, 2011
At the MCC Blue River Campus
6pm -9pm
20301 E. 78 Hwy
Independence, MO 64057
816-604-6518
· Come learn how planning your financial future today
Can impact your retirement plans for tomorrow…
In TODAY’S financial markets.
· 6 Steps for Planning a SUCCESSFUL retirement…
Yes, you can retire.
· Estate Planning affects on you and your heirs
Wills vs Trusts
Join Insight Financial Services own Pete Martinez,
Private Wealth Manager,
as he explains in straight talk…
on the ins and outs of…Retirementology.
Space is limited so Register Today at:
http://ifsretirementologymccblueriveraugust25.eventbrite.com
Pete Martinez, Private Wealth Manager
Insight Financial Services 913-402-2020 www.ifsadvisors.com
When & Where
MCC Blue River
20301 E. 78 Hwy
Independence,
MO 64057
Thursday, August 25, 2011 from 6:00 PM to 9:00 PM (CT)
Add to my calendar
Hosted By
Insight Financial Services
We believe investing is a process not a product.
We don’t lead with product. We lead with you. We listen and then we create a personalized investment strategy that grows out of your financial circumstances and toward your investment goals.
We believe investing is personal.
Investing grows from understanding—and that comes from knowing your clients and their goals. That’s why we insist on meeting you face to face and engaging you in your financial plan. We don’t outsource your financial advice or the management of your money.
We believe a sound financial plan is built from expertise and insight.
We take the time to glean the big picture of your assets and income, spending and net worth, tax obligations and estate plans. We believe your investments benefit from an advisor who knows your financial landscape.
