Financial Freedom Presentation

HSA Meeting

Wednesday, March 6^th

Earn 1 hour toward your assessment and gain valuable information!

Your HSA will be welcoming special guest speaker Bill Leavitt of Senior Financial Advisors who will be giving a Financial Freedom Presentation

·      Would you like to relieve the anxiety of saving for your child’s college education, without eliminating your hopes for retirement?

·      If there was a way to pay off your debt, including your mortgage, in 10 years or less – without changing your budget, wouldn’t you want to know?

·      Are you 100% sure you’re going to have a great retirement, or do you have some doubt?

·      Would you like to learn how to create wealth on any income?

If you answered “Yes” to any of the questions above, you must attend this presentation.

In order to properly prepare for our guests, please return the RSVP form that will be in your child’s Friday folder!

Senior Financial Advisors, Inc.

Orange, CT

www.sfainc.net

Bill Leavitt, President of Senior Financial Advisors, is a Registered Investment Advisor and Financial Planner with over 18 years of experience.  As an independent, fee-based advisor, Bill provides personalized, objective and unbiased recommendations that are best suited to his clients’ needs. His focus is on representing his clients’ interests first and not on specific financial institutions or investment products.  His process takes an all-inclusive approach to planning that incorporates insurance, legal and accounting needs in addition to investments.  Bill is well known for his retirement seminars which cover tax saving strategies, increasing retirement income, as well as investment and asset protection. His seminars have been widely attended by thousands of individuals throughout Southern Connecticut.  A Connecticut native, Bill resides in Southern Connecticut with his wife Laura and their three daughters.