Professional Development Workshop
September 20, 2007
Network Office
12:00-1:30 p.m.

Financial planning for your business and your life.

As a business owner, your needs and concerns encompass not only your own financial future, but the futures of your employees and the long-term health of your business. Please join us for a workshop, Financial Strategies for the Business Owner.  This workshop will help you explore how to integrate your personal and business financial planning – and help you develop financial strategies that are right for you.

We'll explore issues like:

  • How success in your business can help you reach your personal financial goals
  • Projecting your cash flow
  • Retirement plans that work for your business

Jaclyn Stanley is an Associate Financial Advisor with the practice of Mary Ann Saurino, CFP®, ChFC® with Ameriprise Financial. Her goal is to provide the highest quality of advice and client service on the South Shore; delivering financial solutions for today and tomorrow through a personalized financial planning approach built on long-term relationships.

Investment products, including shares of mutual funds, involve risks including possible loss of principal and fluctuation in value.  Neither Ameriprise Financial nor its affiliates may provide tax or legal advice.   Consult with your tax advisor or attorney regarding specific tax issues.
Ameriprise Financial Services, Inc. offers financial advisory services, investments, insurance and annuity products. RiverSource® products are offered by affiliates of Ameriprise Financial Services, Inc., Member NASD and SIPC.

© 2006 - 2007 Ameriprise Financial, Inc.  All rights reserved.

NOTE: The cost for this event is:

Pre-registration only:

$15.00 members

$20.00 nonmembers.

Pre-payment is strongly encouraged to facilitate a speedy registration and increase networking time.

Pre-registration:  IMPORTANT!  Must be received two business days prior to the event to be included in list of attendees.

A registration request is a guarantee of payment. Cancellations must be received two business days prior to the event for a credit to an alternate meeting.

Register:

Paying by credit card? Please register through our new online payment system by clicking here.

If you are NOT paying be credit card, please register by filling out the form below:

Name

Company Name

Address

City, State, Zip

Phone Number

Email

I will pay by



 

 

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