Wednesday, November 19, 2014

Coming November 24 - Financial Planning: The Doorway to what's possible

GET HELP ACHIEVING YOUR MOST IMPORTANT GOALS.

Join us for this valuable first step in creating or updating a financial plan. We'll explore issues such as: What are your near and long-term goals and what's the best way to meet them? Do you have specific strategies in place for education funding, retirement and other purposes?

This educational seminar is free but registration is required.
Call the Reference Desk at 856-234-0333 to register.

Hosted by The Gendelman McGinley Group

Daniel J. Lesneski, CFP
Senior Wealth Strategy Associate

USB Financial Services, Inc.
501 Fellowship Road, Suite 302
Mt. Laurel, NJ  08054-3419

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