THIS IS YOUR PROOF
PLEASE READ
THIS IS YOUR PROOF
We cannot proceed with your order until you reply to this e-mail PLEASE, take the time to carefully read every page of this proof. Check everything -make no assumptions: Review the Message, Telephone Number, Addresses, Spelling, Dates, Times, Locations, etc.
CALL YOUR RSVP NUMBER !
Dial the number as it appears on the proof.
Make sure it is correct and, if you're using an RSVP service, verify with them that your event information is accurate and that your number is activated.
Please confirm the following before sending your approval:
The message, including headlines, copy and positioning is correct The date(s), time(s) and location(s) are correct I have verified the RSVP phone number as shown on the proof is correct by calling it
Your acceptance and approval of this proof indicates that you are taking complete responsibility for any errors or omissions as reflected on this proof. Acquire Direct Marketing will not be held liable for any of these errors or omissions once we have received your approval to proceed with the printing. If you would like to make any changes, please fax or e-mail them back to me. If this proof is correct as is – just reply to this e-mail indicating OK TO PRINT
THANKS!
12620 Racetrack Rd. • Tampa, FL 33626 1-800-771-9898 • 813-336-5222 FAX
32760
Wealth Management Event for Retirees and Those Planning to Retire DTRT Advisors and Insurance Services, LLCs Since 2009 DTRT Advisors and Insurance Services, LLCs has provided trusted advice for individuals and families working hand-in-hand to achieve their life goals through financial planning. We provide unbiased, non-incented financial advice and products based on the needs, objectives, and financial attitudes of our clients. By remaining unaffiliated with a broker dealer or insurance company, we are able to offer lower fees, transaction costs and investment expenses. We have built our company on the ideal of putting the client first in every decision we make. Our clients celebrate our sanctuary of independence daily.
DTRT Principles: Ronald Kutz, CFP® & William Cooper Ron and Bill bring are experienced! With over 40 years of Retirement Planning Experience. They have met with literally thousands of individual clients guiding them through retirement income planning, retirements plan choices and holistic financial planning. We hope you enjoy our dinner seminar and look forward to providing your complementary “Risk Score” analysis.
[email protected] or [email protected]
You and up to 3 guests are invited to join Ron and Bill, one of Lakeland’s wealth management specialists, for a complimentary, informative dinner event:
How to Avoid Excessive Financial Risks in Your Future You’ve worked hard and invested carefully to ensure that you’ll live life on your terms in retirement. But how can you be sure your investments do not exceed your risk tolerance? With heightened global volatility and slower economic growth, the stock market is literally “on edge”. At this critical juncture in your life, you must be sure your investments mirror your personal tolerance to market fluctuations. Now, more than ever, you should consider an opportunity to ensure your investments meet your needs and perform based on the parameters you set. Please join Ron and Bill for an informative, complimentary educational event designed especially for individuals, couples or families with assets to protect. Whether you are saving for retirement, transitioning to retirement, or living in retirement you will learn the latest strategies, techniques and formulas such as: your personal “Risk Score” could be the most important number you have while living in retirement.
• Why
•
How to determine if your current investment strategy matches your personal risk score.
•
How to keep your investments out of “the emotional response zone” to help you live a more confident retirement.
•
How behavioral shortfalls have plagued investors like you for over three decades and what you can do to avoid them. to establish and remain within your investment comfort zone to reap the long-term benefits of investing to meet your goals.
• How
Plus, all attendees will be able to discover their “comfort zone” through a complimentary “Risk Score” analysis* – a $250 value. Dates, Times & Location Dinner
Dinner
Tuesday, July 14
Tuesday, July 21
Please check in at 6:15pm
Please check in at 6:15pm
6:30pm
6:30pm
1569 Town Center Drive • Lakeland, FL 33803
Due to the popularity of this event, reservations will be taken on a first-call basis. Couples are encouraged to attend together. Seating is limited and fills quickly.
Register online at: www.youRSVP.com and enter code: 32760 or
Call our 24-hour reservation line at: 844-289-4484 (Toll Free, 24 hours) DTRT Advisors, LLC provides fee only retirement plans, financial planning and investment advisory services. DTRT Advisors is registered with the State of Florida as a (RIA) Registered Investment Advisor. *Risk tolerance is an investor’s general ability to withstand risk inherent in investing. This risk tolerance questionnaire is designed to determine your risk tolerance and is judged based on three factors: time horizon, long-term goals and expectations, and short-term risk attitudes. The adviser uses their own experience and subjective evaluation of your answers to help determine your risk tolerance.
THIS IS YOUR PROOF
We cannot proceed with your order until you reply to this e-mail PLEASE, take the time to carefully read every page of this proof. Check everything -make no assumptions: Review the Message, Telephone Number, Addresses, Spelling, Dates, Times, Locations, etc.
CALL YOUR RSVP NUMBER !
Dial the number as it appears on the proof.
Make sure it is correct and, if you're using an RSVP service, verify with them that your event information is accurate and that your number is activated.
Please confirm the following before sending your approval:
The message, including headlines, copy and positioning is correct The date(s), time(s) and location(s) are correct I have verified the RSVP phone number as shown on the proof is correct by calling it
Your acceptance and approval of this proof indicates that you are taking complete responsibility for any errors or omissions as reflected on this proof. Acquire Direct Marketing will not be held liable for any of these errors or omissions once we have received your approval to proceed with the printing. If you would like to make any changes, please fax or e-mail them back to me. If this proof is correct as is – just reply to this e-mail indicating OK TO PRINT
THANKS!
12620 Racetrack Rd. • Tampa, FL 33626 1-800-771-9898 • 813-336-5222 FAX
32760
Wealth Management Event for Retirees and Those Planning to Retire DTRT Advisors and Insurance Services, LLCs Since 2009 DTRT Advisors and Insurance Services, LLCs has provided trusted advice for individuals and families working hand-in-hand to achieve their life goals through financial planning. We provide unbiased, non-incented financial advice and products based on the needs, objectives, and financial attitudes of our clients. By remaining unaffiliated with a broker dealer or insurance company, we are able to offer lower fees, transaction costs and investment expenses. We have built our company on the ideal of putting the client first in every decision we make. Our clients celebrate our sanctuary of independence daily.
DTRT Principles: Ronald Kutz, CFP® & William Cooper Ron and Bill bring are experienced! With over 40 years of Retirement Planning Experience. They have met with literally thousands of individual clients guiding them through retirement income planning, retirements plan choices and holistic financial planning. We hope you enjoy our dinner seminar and look forward to providing your complementary “Risk Score” analysis.
[email protected] or [email protected]
You and up to 3 guests are invited to join Ron and Bill, one of Lakeland’s wealth management specialists, for a complimentary, informative dinner event:
How to Avoid Excessive Financial Risks in Your Future You’ve worked hard and invested carefully to ensure that you’ll live life on your terms in retirement. But how can you be sure your investments do not exceed your risk tolerance? With heightened global volatility and slower economic growth, the stock market is literally “on edge”. At this critical juncture in your life, you must be sure your investments mirror your personal tolerance to market fluctuations. Now, more than ever, you should consider an opportunity to ensure your investments meet your needs and perform based on the parameters you set. Please join Ron and Bill for an informative, complimentary educational event designed especially for individuals, couples or families with assets to protect. Whether you are saving for retirement, transitioning to retirement, or living in retirement you will learn the latest strategies, techniques and formulas such as: your personal “Risk Score” could be the most important number you have while living in retirement.
• Why
•
How to determine if your current investment strategy matches your personal risk score.
•
How to keep your investments out of “the emotional response zone” to help you live a more confident retirement.
•
How behavioral shortfalls have plagued investors like you for over three decades and what you can do to avoid them. to establish and remain within your investment comfort zone to reap the long-term benefits of investing to meet your goals.
• How
Plus, all attendees will be able to discover their “comfort zone” through a complimentary “Risk Score” analysis* – a $250 value. Dates, Times & Location Dinner
Dinner
Tuesday, July 14
Tuesday, July 21
Please check in at 6:15pm
Please check in at 6:15pm
6:30pm
6:30pm
1569 Town Center Drive • Lakeland, FL 33803
Due to the popularity of this event, reservations will be taken on a first-call basis. Couples are encouraged to attend together. Seating is limited and fills quickly.
Register online at: www.youRSVP.com and enter code: 32760 or
Call our 24-hour reservation line at: 844-289-4484 (Toll Free, 24 hours) DTRT Advisors, LLC provides fee only retirement plans, financial planning and investment advisory services. DTRT Advisors is registered with the State of Florida as a (RIA) Registered Investment Advisor. *Risk tolerance is an investor’s general ability to withstand risk inherent in investing. This risk tolerance questionnaire is designed to determine your risk tolerance and is judged based on three factors: time horizon, long-term goals and expectations, and short-term risk attitudes. The adviser uses their own experience and subjective evaluation of your answers to help determine your risk tolerance.
