You don't need to bring anything to this workshop except an open mind and ... throw in a free meal to get you there â¦
The Laureate Foundation and ALTUS Wealth Solutions present a:
W EALTH H EALTH E VENING FOR I NVESTORS
Were You Surprised by Your Investment Performance This Past Year? Are You Ready to Be Surprised Again? Thursday, October 15, 2009 ~ 6:00 pm - 8:00 pm. Accents - 7425-F El Camino Real, Atascadero Tuition - $25 per person / $40 per couple $5 will be donated to Laureate Foundation’s Fund for Financial Literacy
Topics we will address: •
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Most Everything You Know About Investing is Wrong! We’ll expose the myths and the misinformation. How Much Risk Are Your Investments Exposed to? How to Add 6%/year to Average Investment Returns.
We use Accelerated Teaching techniques - You will learn more, learn it faster, retain it longer ... … and have more FUN in the process!
RSVP (seating is limited, you must pre-register) - (805) 476-0333
W EALTH H EALTH E VENING FOR I NVESTORS
F REQUENTLY A SKED Q UESTIONS What Do I Need to Bring? You don’t need to bring anything to this workshop except an open mind and some positive energy. Recent statements from your investment accounts may be helpful for your own reference during the program, but will not be required or viewed by any other attendees. Why Do You Charge $20? Why Not For Free? We realize many investment houses will provide you with a free seminar. They may even throw in a free meal to get you there … but then you have to wonder, “What do I have to buy? What products are they trying to sell?” As in all industries, in the investment world you “get what you pay for.” The information we will share has tremendous value. Paying a small fee of $20 for this education is reasonable. Besides $5 is donated to the Laureate Foundation Fund for Financial Literacy. What is the Laureate Foundation Fund for Financial Literacy? The Laureate Foundation is the non-profit arm of the Laureate School, a nondenominational private school in San Luis Obispo. Their Fund for Financial Literacy works to bring in financial literacy programs for young people and adults and to provide scholarships for those programs. DISCLOSURE—Mr. Buerger is on the board of the Foundation and spearheads the Fund for Financial Literacy efforts. Should you wish to make an additional donation to the Foundation, it will be gratefully accepted. What Are You Going to Try to Sell Me? Absolutely nothing. The purpose of this evening is education - to teach you investment principles and methods not commonly talked about in the main stream financial media. We want you to be a smarter investor. This information is critical to making that happen. Information on Your Trainer - John D. Buerger, CFP® John is a CERTIFIED FINANCIAL PLANNER™ professional and fiduciary advisor with ALTUS Wealth Solutions - an independent Registered Investment Advisory firm not affiliated with any Broker/Dealer or Wirehouse. He has been helping clients get control over their money for 7 years.
