PLANNING TEAM LOCATED AT TRUWEST? TruWest believes that planning ahead leads to greater financial well-being for you and your family. That’s why we look to LPL Financial to assist you with professional guidance, including a complimentary, no obligation financial review personalized to your specific needs, on these topics: • Wealth management • Estate planning • Retirement planning • Insurance services • College planning Exciting Updates The LPL Financial team is thrilled to announce the implementation of eSignatures! This innovative new feature will dramatically expedite the review and signing process. As a result, you no longer need to come into a branch simply for paperwork. We can email you all of the required documents anywhere in the world! UPCOMING FINANCIAL PLANNING WORKSHOPS Please join us for an educational workshop, to help you travel safely on your financial journey to and through retirement at different age mile markers (40s, 50s, 60s and 70s). April 29, 2014 Rio Vista Recreation Center 8866-A W. Thunderbird Rd Peoria, AZ 85381 6 p.m. – 7:30 p.m. April 30, 2014 Sheraton Tucson 5151 E. Grant Tucson, AZ 85712 6 p.m. – 7:30 p.m. May 1, 2014 Hilton Phoenix Chandler 2929 W. Frye Rd Chandler, AZ 85224 6 p.m. – 7:30 p.m.
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