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
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