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  • Financial Management Seminar

    Wednesday, May 22, 2013

    6:30pm - 8:00pm

    2010 N. First St. (4th Floor), San Jose, CA 95131

    Join us for our Financial Management, Investing in Today's Market Seminar.

    The presentation will focus on the 6 Steps to Financial Success:

    • Protect what you have
    • Take control of your cash flow
    • Invest wisely
    • Manage your taxes*
    • Save for retirement
    • Leave a legacy

    Presented By:
    Bruce Winston
    Tech Wealth Management
    Financial Advisor

     

    RSVP Today!

     

    *Consult your tax counsel for advice and information concerning your particular circumstances.  Neither Cetera Investment Services, nor any of its representatives may give tax advice.

    Securities and insurance products offered through Cetera Investment Services LLC (doing insurance business in CA as CFGIS Insurance Agency), member FINRA/SIPC. Investments are: • Not FDIC/NCUISF insured • May lose value • Not financial Institution guaranteed • Not a deposit • Not insured by any federal government agency. Cetera is under separate ownership from any other named entity.