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.