Happy New Year and Upcoming Workshop Info

 

We hope your holidays were enjoyable. This year, we will continue our commitment to education and investor coaching. We hope you will join us in attending

our monthly education workshops.  One hour per month is all it takes to have a better relationship with your money!

 

Our next workshop is;

 

DATE: Thursday, January 12, 2012

TIME:  7:00pm–8:15pm  titled "Separating The Myths of Investing"

LOCATION:  Shisler Conference Center (Behind Fisher Auditorium)

                                                                  

THIS EVENT IS FOR THE FOLLOWING:

  

  1. Current Matson Money clients who attended our 2010 dinner workshops

This would be a refresher course on the investment  philosophy(might be more understandable this time around). HIGHLY RECOMMENDED!!!

 

  1. Current Matson Money clients who did not attend our 2010 dinner workshops

Great opportunity to become clearer on your investment philosophy. HIGHLY RECOMMENDED!!!

 

  1. Clients who have mutual funds thru our firm that are not with Matson Money

 That is, American Funds, Pioneer Funds, Oppenheimer Funds, Touchstone Funds, Franklin Templeton, etc…. Come see why we've changed our investment strategies.

 

  1. Clients who have no investments with us but have annuities or some type of insurance coverage thru us 

This is a great opportunity for you to explore our prudent investment strategies!

If you have no interest in investing in mutual funds/stocks/bonds, we would not recommend your attendance.

 

  1. Clients with friends or family who are also concerned about their financial future 

 This would be a great opportunity for them to check out our firm and examine why we feel our investment strategies are superior to others.

We continue to search for quality people to bring on as new clients. Help your friends and family while helping yourself to a free referral gift.(value $25). Call for details.

                 

   To reserve your seat(s) you can simply call our 24 hr. reservation hotline at 330 –264-7956. (Light snacks, water & coffee will be available) HOPE TO SEE YOU ALL THERE!  

 

Wishing you and yours a Happy and Healthy New Year!