Date(s) - 08/08/2017
7:00 pm - 8:30 pm
Suffern Free Library
Join us for a special seminar entitled “Financial Wellness”
This informative seminar will demonstrate Guardian’s industry leading financial guidance tool – The Living Balance Sheet® – and will provide you with new insight and clarity into your overall financial situation.
The Living Balance Sheet® will also help you monitor your situation and stay organized because of its unique features including:
• A personal, secure web site from where you can monitor
• Complete account aggregation (with over 8,000 financial institutions)
• Secure online “Vault” to store copies of important personal documents
• Automated alerts and alarms
Armed with this powerful tool along with my professional experience, you’ll be able to make the right financial decisions to meet your goals.
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