(Lander, Wyo.) – On Tuesday evening (9/17) from 6:30 – 8:00pm Eric Rubery will be presenting a Seminar entitled “Blueprint for Financial Success” at the Holiday Inn Express at 1002 11th Street, Lander.
This educational insurance sales seminar covers a subject matter that is on the minds of many of your constituents (community, employees and organization members): the importance of building a financial foundation to achieve financial security.
Those who attend will leave with a greater understanding of the topics discussed as well as my promise to help them further, should they need it.
• During this informational event, we will:
Present some basic components of building a financial foundation;
Illustrate the value of setting and achieving solid financial goals;
Share some helpful tips on ways to budget and help become debt free.
• All attendees will receive a complimentary workbook which mirrors the presentation and will reinforce what they’ve learned during the workshop. The workbook contains the following:
An area to take notes;
Suggested legal documents;
A budget preparation form to assist participants in identifying their expenses as they prepare for their financial future.
What Differentiates This Seminar From Others?
• The program is information focused
and not product specific.
• Provides simple, step-by-step
instructions on the process to help
achieve financial freedom.
Why Offer This Seminar Program?
A recent online Harris Poll survey,1 conducted in December 2010, asked 2,331 adult Americans what they may be doing with regard to their finances in the coming year. Here are some of the responses:
• 8% say they will invest in less risky investments;
• 49% said they will cut back on their household
• 41% said they will pay down their level of debt;
• 40% will save more in the year ahead; and
• 22% said they will save more for retirement.
http://www.accountingtoday.com/news/Americans-Feel-LessFinancially-Secure-56746-1.html?zkPrintable=true, Dec. 27, 2010.
If you have any follow-up questions to this seminar or would like to learn more, please contact:
Eric J. Rubery, Financial Svs Pro
Agent, New York Life Insurance Company
675 Placentia Ave., Suite 250
Brea, CA 92821
Cell: (949) 285-0089
Office: (714) 255-7147
Eric J. Rubery is committed to providing individuals, families, and businesses with life insurance and financial products and services that meet their growing and ever-changing needs.
By keeping up with current insurance and financial product trends and offering outstanding service, Eric has earned a reputation for integrity and for showing true concern for his clients.
About New York Life Insurance Company
For more than 165 years, we have conducted our business around the central values of financial strength, integrity and humanity — and have remained committed to being a mutual company, owned solely by our policyholders. This means that, regardless of the economy, our focus is fixed on just one objective: meeting the needs of our customers, now and into the future.