Launch Your Financial Success

Join us for a complimentary seminar as we outline strategies for young professionals and families to move towards financial security. This collaborative conversation incorporates best practices of estate, financial, insurance and tax planning.

Content & Discussion Leaders:

Geoff Sadek, Argus Financial Consultants*
Brian Boer, Boer Insurance Group
Derek Boer, Boer Insurance Group
Stephanie Myott, Rhoades McKee
Lesley Bergquist, Simplified Tax & Accounting Services

Key Takeaways:

- How taxes will impact planning
- How to balance cash flow and investments
- Create an investment strategy that begins today
- Estate planning strategies that make sense for your family

*Securities and financial planning offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC

There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes. The purchase of certain securities may be required to effect some of the strategies. Investing involves risks including possible loss of principal.

Boer Insurance Group, Rhoades McKee, Simplified Tax and Accounting Services, Argus Financial Consultants and LPL Financial are separate entities.