| 9 Lowell Street, Beverly, Massachusetts, 0915-3652 - Phone 978.922.9961 - Fax 978.922-9961 Conflict Free Financial Planning, Investment Counseling & Financial Education |
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| Investment Counseling Service Investment Planning Services Financial Education |
| Services |
Financial Education for Businesses and Affinity Groups
A Note to Potential Sponsors
Retirement planning is a complex process which can seem intimidating to most people. Some people are turned
off by the work required and procrastinate saving little or nothing for their retirement. The volatility of the stock
market scares others causing them to invest most if not all of their savings in low returning guaranteed accounts
which will not allow them to retire at their desired standard of living. It is hoped that this retirement planning
series will empower attendees to take action and get on the road to retirement. Financial considerations limit the
ability of many people to acquire financial planning services on their own. People work for employers or are
members of affinity groups because they believe they will receive some benefit. Organizations that facilitate the
delivery of financial planning information will be delivering a valuable benefit. Attendees will benefit by learning
some basic concepts that should allow them to make better decisions regarding their retirement plans. Your
organization will benefit by giving attendees a valuable benefit they might not otherwise have access to.
The Road to Retirement Series Customized Financial Workshops & Seminars
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| 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. |