Wedding-Style Premium Invitation Packages (Advanced)

Follow the 5 selections below to customize your invitation package.

1. Conference topic
2. Design style
3. Quote/statistic combination
4. Professional biography
5. Food option

1. Conference Topic (select one)

• FocusOn: Retirement
• FocusOn: Retirement Investment Strategies
• FocusOn: Retirement Plan Distributions
• FocusOn: Financial Management
• FocusOn: Long-Term Care
• FocusOn: Estate Conservation
• The New Retirement: Is Your Money Ready?
• The New Retirement: Five Things to Do Today
• The New Retirement: Myths, Facts, and Half-Truths
• Retirement Unlimited
• The Complete Financial Management Workshop
• Passport to Retirement

2. Design Style (select one)
*click an image for a preview of the inside

3. Quote/Statistic Combination (select one)

Decision
Front quote:
"No decision is a decision when it comes to your money."

Inside statistic:
74% of Americans are concerned about having enough money to live comfortably in retirement.*
What decisions have you made?
*The Gallup Organization, 2006

Goal
Front quote:
"A goal not written is only a dream."

Inside statistic:
About 77% of couples don't make financial decisions together.*
What are your goals?
*Business Wire, April 17, 2007

Allocated Money
Front quote:
"Whether you know it or not, you've allocated your money."

Inside statistic:
91.5% of your portfolio's overall return can come from asset allocation.*
How is your money allocated?
*Brinson, Singer, and Beebower, "Determinants of Portfolio Performance II: An Update," Financial Analysts Journal, May-June 1991

4. Professional Biography (select one)

General Financial Planner
{Mike Woods} is a knowledgeable, experienced financial professional who is focused on helping his clients build wealth and pursue their long-term goals. As a trusted member of our community, he believes in educating clients about personal finance so they can make smart, informed decisions about their money.

{Mike} believes educated clients make the best clients. He also believes that clients have unique needs and will build a financial strategy that is custom-fit for their own interests and desires.

Community Resource
{Mike Woods}, an experienced and disciplined financial professional, is an active member of the community who has spent his career providing sound financial guidance to people with a wide range of financial needs. {Mike's} skill and experience have enabled him to help his clients achieve financial security and gain confidence about their long-term financial well-being.

{Mike} has repeatedly proven his commitment to his clients' best interests. His dedication to help others pursue financial success has earned him the trust of the community.

Retirement Expert
{Mike Woods} is a seasoned financial professional who focuses on retirement strategies and issues. He is a noted speaker on retirement issues, and he understands that tax and estate factors often drive decisions people make about money.

{Mike} holds several designations and attends industry conferences to learn the latest tools and techniques to help retirement-minded investors. He is active in the community and believes each client has a unique set of needs and interests.

5. Food Option (select one)

• Complimentary refreshments will be served prior to start of presentation.
• A complimentary meal will be served prior to start of presentation
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