Financial Services through INVEST Financial Corporation*
Schedule of Educational Workshops for 2008:
Workshops are planned on Wednesdays at 8:00am and 5:15pm in our office at 14 Bobala Road Holyoke, MA.
May 7th - Employee Benefits – Learn about the many resources available to help employers develop meaningful benefits programs.
May 14th - Life Ins. – Term vs. permanent which is best for you and your needs? Discussion includes business as well as personal coverage.
May 21st – Long Term Care Insurance - Learn how Long Term Care works and why no estate is safe without it.
*Business owners -Understand how your corporation can make Long Term Care more affordable for your employees and easy to qualify for. This employee benefit is tax deductible to the corporation, which makes this a better value than ever.
May 28th - Income for Life - Learn about an income strategy with the objective of providing an inflation adjusted income for life.
-For the latest published information on Health Care Reform from the Commonwealth Connector, click the link to connector below. This link is located on another server. We have not independly verified the information available through this link. The link is provided to you as a matter of interest. (link to connector).
INVEST Financial Corporation (INVEST), member FINRA, SIPC, a registered broker dealer, is not affiliated with James J. Dowd & Sons Insurance Agency, Inc. Securities and certain insurance products are offered through INVEST and affiliated insurance agencies.
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This site is for informational purposes only and is not intended to be a solicitation or offering of any security and;
1. Representatives of a broker-dealer("BD") or investment advisor("IA") may only conduct business in a state if the representatives and the BD or IA they represent (a)satisfy the qualification requirements of, and are approved to do business by, the state; or (b)are excluded or exempted from the state's licensure requirements.
2. Representatives of a BD or IA are deemed to conduct business in a state to the extent that they provide individualized responses to investor inquiries that involve (a)effecting, or attempting to effect, transactions in securities; or (b)rendering personalized investment advice for compensation.
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