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Monthly Archives: February 2010
“Using a Financial Plan to Boost Your Wealth” Webinar
For those of you who were interested in attending our webinar event back on February 18th but had a scheduling conflict, click here to view a recording of the presentation. This is our firm’s first webinar, and addresses the importance of having a written comprehensive financial plan. It also provides value information about what should [...]
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Retirement Planning Workshop at LaCaille – 2/25
Net Worth Advisory Group will be teaching a retirement and financial planning seminar at LaCaille on Thursday, February 25th at 7:00 pm. Both those who are retired and individuals who will be retiring in the next 12 months are welcome. We will be covering many of the topics outlined in Ray LeVitre’s book (The Retiring [...]
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One last reminder about our financial planning webinar that will be taking place tonight at 7:00 MT. The webinar will contain great information concerning what should and should not be included in a comprehensive financial plan, how to utilize the written financial plan to boost your wealth and maximize the probability of obtaining your retirement [...]
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Educational Webinar — 2/18/10
Join us for a Webinar on February 18 Space is limited. Reserve your Webinar seat now at: https://www1.gotomeeting.com/register/815413008 According to the SEC, individuals with a written financial plan have twice the money in savings and investments as those who don’t. Investors with a comprehensive plan are twice as likely to take actions that lead to [...]
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Financial Planning Benefits — Life Insurance
It is vital to ensure your financial plan identifies and defines your current financial situation and your financial goals, and provides a comprehensive path between the two. Most importantly, a holistic financial plan should not include a sales presentation. Unfortunately, many insurance and annuity salespeople commonly develop “financial plans” for their potential clients, but these [...]
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Net Worth Advisory Group Educational Webinar
Join us for a Webinar on February 18 Space is limited. Reserve your Webinar seat now at: https://www1.gotomeeting.com/register/815413008 According to the SEC, individuals with a written financial plan have twice the money in savings and investments as those who don’t. Investors with a comprehensive plan are twice as likely to take actions that lead to [...]
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Financial Planning Benefits — Retirement Planning
Retirement Projection A key component of every financial plan is a retirement projection mapping out the type of lifestyle the client would like to enjoy, and how they are going to obtain their goals. This calculation depends on several key factors: the client’s current age, size of their nest egg, expected retirement date, desired lifestyle [...]
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Utah Business Magazine – What to Look For in a Financial Advisor