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Hot Deal

Attend a Free Retirement Seminar
Your Journey Toward Retirement Starts Now
Join us …
For an entertaining and informative seminar hosted by Edelman Financial — founded by Ric Edelman, who has been ranked by both Barron’s1 and Forbes2 as one of the nation’s top advisors.
 
You’ll discover …
The personal finance and investment strategies you need to help you reach your financial goals, all presented in common-sense, plain English that’s simple and easy to understand!
 
You’ll take home …
Answers to your most pressing questions about financial planning and investing — so you can make better decisions for yourself and your family.
 
Who Should Attend …
You should attend if you are:
 
  • Thinking about retirement
  • Confused about how to invest in these uncertain times
  • Trying to generate investment income
  • Interested in learning more about financial planning
 
We invite you to attend our seminar, Road Trip! Successfully Navigating Your Journey to Retirement.
 
Reserve your seat today! Attend for FREE using promo code BACC.
 
Important Disclosures: http://ow.ly/Sf2pz

Advisory services offered through Edelman Financial Services, LLC. Securities offered through EF Legacy Securities, LLC, an affiliated broker/dealer, member FINRA/SIPC.

1According to Barron’s, “The formula [used] to rank advisors has three major components: assets managed, revenue produced and quality of the advisor’s practice. Investment returns are not a component of the rankings because an advisor’s returns are dictated largely by each client’s risk tolerance. The quality-of-practice component includes an evaluation of each advisor’s regulatory record.” Only advisors who apply are ranked. “The Top 100 Independent Financial Advisors” was published Aug. 27, 2012; Aug. 28, 2010; and Aug. 31, 2009.

2Forbes rankings are the opinion of SHOOK Research and are based on in-person and telephone due-diligence meetings and a ranking algorithm for advisors who have a minimum of seven years of experience, client retention, industry experience, compliance records and firm nominations, as well as quantitative criteria such as assets under management and revenue generated for the firm. Advisors are judged on individual contribution, but total team assets are shown; in some cases significant, noncustodied assets are not included because of verification difficulties. Investment performance is not considered. Advisors do not pay to be in the ranking. 

Contact Information
phone: 866-PLAN-EFS (866-752-6337)
Offer Valid: June 14, 2018July 25, 2018
Burlington Area Chamber of Commerce

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