UPCOMING EVENTS

 MUTUAL FUNDS & VARIABLE ANNUITIES:  Does their Performance Justify their Cost?
 

When:   Wednesday, July 14, 2010 at 4:30 PM
Where:  Sugar Cane Island Bistro, 353 S. US Highway One, Jupiter, FL

 

You and a family member are invited to join us for a complimentary dinner workshop that could help protect your financial future.  If you own a mutual fund, or worry about your principal, this seminar is for you.

 

FACTS:

 

 “...the mean active expense ratio for the large-cap equity mutual funds tracked by Morningstar was 7%, over six times their published expense ratio of 1.15%.”*
“88% of Mutual Funds under-perform the market over time...”**


Is your Mutual Fund costing you six times its published expense?
Would you like to know the true cost ofyour Mutual Fund?
Is upside potential & principal protection possible without an annuity
or insurance contract?

At this informative Workshop we will discuss:

 

 

♦ How to calculate the true risks and costs of Mutual Funds and Variable Annuities.

♦Exchange Traded Funds (ETFs) have skyrocketed 392% from $65 Billion in 2001 to ov er $320 Billion dollars today!*** We will show you why.

♦ Structured Investment Products: Clearly define your level of Principal Protection and Market Participation.

♦ Institutional Money Markets: Their advantages over CDs in rising interest rate markets.

♦ How to access institutional investments previously restricted to institutions and pension funds.

♦ Tax Efficient Portfolio Construction.

♦ Know Your Numbers: Learn how to calculate how far up your portfolio can go in good market conditions and how far down it can go in bad market conditions.

 

This seminar is intended for individuals ages 55 or older with a minimum of $250,000 in investable assets.

 

For Reservations

24 hours, 7 days a week

1-866-586-8677

  

 

 CONTINUING EDUCATION

Stuart participates in a number of continuing education opportunities throughout each year. The benefits of continuing education are passed on to clients and potential clients. For more information, please call 561-744-0500 or toll-free: 866-3ADVISE.

 

 

 

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 Stuart D. Boxenbaum, CFP®

 

 

 

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