9 Lowell Street, Beverly, Massachusetts, 0915-3652 - Phone 978.922.9961 - Fax 978.922-9961
Conflict Free Financial Planning, Investment Counseling & Financial Education
Fees

                                                
                                                      Financial Education Fees


                                                               The Road to Retirement

                                              
                                                          Module: 1 Accumulation Planning

                                                           Module: 2 Distribution Planning

                                                         Module: 3 The Investment Vehicles

                                                            Module: 4 Building the Portfolio


The modules of the “Road to Retirement” series can be purchased separately or as a series. When purchased
separately each module is priced at $350. There is a $5.00 fee per attendee for study materials for each
module. The four module series is priced at $1,200.  

                                                  Customized Workshops and Seminars

We will develop workshops and seminars on any topic you feel would be of interest to members of your
organization if we believe we have the appropriate expertise. The fee for these programs will be dependent on
the scope of the project.  
9 Lowell Street, Beverly, Massachusetts, 01915-3652 - Phone 978.922.9961 - Fax 978.922.9961
Conflict Free Financial Planning, Investment Counseling & Financial Education
Adam Smith                                                                                                                                                                               David Ricardo
Copyright © 2009 Thomas J. Costantini, Monserrat Advisory Services, LLC,  All Rights Reserved.