Phone: 888-237-3127 - E-mail: askben@poorrichardsfinlit.org

Proactive Planning & the Virtual Family Office Experience

— A valuable, informational seminar -- Inquire about limited available FREE ($250 value) seating! —

Informational Only. Nothing will be sold.
Location:


Berlin Community Center
230 Kensington Rd
Berlin, CT 06037
(Click for directions)

SEATING IS LIMITED, SO SIGN UP TODAY!
(Inquire about limited available FREE Seating!)

Attend this seminar and learn about:

  • How to become proactive instead of reactive.
  • How to have a team of experts at your fingertips.

  • How to maximize your potential by becoming efficient.
  • How to free up time & reduce stress concerning your business/finances/clients
Why you should attend this seminar:

The holistic and proactive approach is driven by our Team Based Model. You will learn our process of prioritizing your needs and then involving our proactive planning team and our Virtual Family Office: a national team of experts, to work together to help you become more efficient and successful in attaining your goals.

Imagine a team of over 70 experts at your fingertips, and you only have to make one call. Whether you're a CPA, a business owner, a family, or an individual, you will learn how a Virtual Family Office can help you become proactive instead of reactive.

Join us at the Berlin Community Center for this informational seminar covering Proactive Planning and the Virtual Office Experience.

Inquire about limited available FREE ($250 value) seating!

We'll see you there!

Check the Sign-Up Schedule at right for available date(s) and time(s).

Be sure to check out all our valuable seminars:
  • Long Term Care Planning
  • Tax-Free Income Planning
  • College Planning: Getting the Best Education at the Best Price
  • Social Security & Medicare: 7 Keys to Enhancing Benefits
  • Trust Trilogy: Optimize Tax Efficiency of Assets
  • Pension & Social Security Maximization Solutions
  • Proactive Planning & the Virtual Family Office Experience
  • Advanced Tax Strategies
(Limited free admission is available for all seminars!) Click here to learn more.
Please enter your sign-up information here:

My information:


I wish to sign up for the Seminar(s) held on:
(Sign up for as many sessions as you wish to attend. Note: If a checkbox is disabled, either there is no seminar at that date/time, or the session is fully booked. Seminars are held on a first-come, first-served basis.)
Sign-Up Schedule -- Dates and Times available for this seminar.
Wednesday, Oct. 19
Saturday, Nov. 19
Bringing Spouse or Guest:

  
(*) If you sign up for our mailing list, we will occasionally notify you of upcoming events that we believe might interest you. We might also send you alerts if we believe that there is something important that you should know.

Here's what we will not do:
• We will not spam you.
• We will not sell or divulge your contact information to anyone, under any circumstances.

Phone: 888-237-3127 - E-mail: askben@poorrichardsfinlit.org
This presentation is strictly informational. No investments will be promoted, however, the Financial Advisor presenting may invite you to a follow up consultation where financial products may be presented or offered. The Financial Advisor presenting this seminar is not affiliated with the Social Security Administration or any other governmental organization.