Monthly Archives: February 2010

Utah Business Magazine – What to Look For in a Financial Advisor

By Lon Jefferies | Published: February 26, 2010
One of Net Worth Advisory Group’s advisors, Lon Jefferies, was honored to have the opportunity to write an article for Utah Business Magazine focusing on what you should look for in a financial planner. The article, titled “Adding it Up: Advisors Help You Get the Most for Your Money,” appeared in the February 2010 issue [...]
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“Using a Financial Plan to Boost Your Wealth” Webinar

By Lon Jefferies | Published: February 22, 2010
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 and [...]
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Retirement Planning Workshop at LaCaille – 2/25

By Lon Jefferies | Published: February 19, 2010
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 Boomer’s [...]
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By Lon Jefferies | Published: February 18, 2010
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

By Lon Jefferies | Published: February 11, 2010
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 financial success, [...]
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Financial Planning Benefits — Life Insurance

By Lon Jefferies | Published: February 9, 2010
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

By Lon Jefferies | Published: February 4, 2010
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 financial success, such [...]
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Financial Planning Benefits — Retirement Planning

By Lon Jefferies | Published: February 1, 2010
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 during [...]
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