STUART STEINBERG OF EAGLEROCK FINANCIAL IS PROUD TO INTRODUCE A SPECIAL PRESENTATION:
Wealth Management Strategies Presentation (Tracking #540179)
Thursday September 27, 2012
Learn how to talk to your advisor about planning and savings, and potentially turn the money you have into the money you will need. In this seminar you will:
** Identify potential sources of income in retirement
** Help you identify your estate planning needs
** Get an overall snapshot of your net worth and planning
Stuart Steinberg of Eaglerock Financial, Inc. has worked with families for more than 20 years, helping them work toward their financial goals through a holistic, well rounded approach rooted in objectivity, education, and empowerment. Stu is highly regarded by clients and colleagues for his unique combination of investment, CPA and entrepreneurial expertise in the high net worth market
Thank you very much!
To register click below:
https://www4.gotomeeting.com/register/741462231
Thursday September 27, 2012
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which investment(s) may be appropriate for you, consult your financial advisor prior to investing. Investing in mutual funds involves risk, including possible loss of principal
Investors should consider the investment objectives, risks, charges and expenses of the investment company carefully before investing. The prospectus contains this and other important information about the investment company. You can obtain a prospectus from your financial representative. Read carefully before investing.
Stuart Steinberg is a registered representative with and Securities Offered through LPL Financial, Member FINRA/SIPC (www.finra.org, www.sipc.org)
Eaglerock Financial, Inc. and LPL Financial are unaffiliated entities.
25 September 2012