Financial Planning Educational Seminar

Ray E. LeVitre, CFP, author of The Retiring Boomer’s Financial Handbook, will be teaching an Investment and Retirement Planning Educational Seminar at the Salt Lake Community College Miller Campus at 7:00 pm on December 4th. Attendees will receive a complimentary copy of Ray’s book just for attending the session, as it will be used to guide the class discussion.

Throughout the educational session and book, Ray will address the following questions:

• Do I have enough money to retire now?
• How do I properly handle my 401(k)?
• When should I start taking Social Security?
• How should I diversify my investment portfolio?
• How much money can I safely withdraw from my investment portfolio?

There is no charge for the class. Attend this seminar to familiarize yourself with the 20 major decisions people must make to successfully transition into retirement. The course is structured for individuals who are retired or within 10 years of retirement.

The seminar will be hosted by Net Worth Advisory Group, a fee-only (no commissions) financial planning
firm that specializes in helping people prepare for and seamlessly transition into retirement (www.networthadvice.com).

Please contact Lon Jefferies at 801-566-0740 or email lon@networthadvice.com to reserve your spot in the class.

The Session will be held at:
Salt Lake Community College Miller Campus
MFEC Building, Room 223
9750 South, 300 West
Sandy, Utah 8407