Dinner presentation for Architects and affiliated professionals.

1. Join us for this no obligation complimentary
How to Navigate dinner discussion led by Mark Bonnett,
Partner and Regional Vice President of
North Star Resource Group. Mark has
through been speaking to and providing financial
guidance for architects for over a decade.
With years of experience working with
Turbulent architects, Mark provides a unique insight to
the specific needs of the profession. He has
Mark Bonnett
Regional Vice President
been distinguished in the top 1% of financial
Financial Times advisors worldwide by the Million Dollar Round Table, The
Premier Association of Financial Professionals® and specializes in
helping architects overcome the financial challenges unique to
When focusing on planning for the future, their chosen career.
it is essential to focus on the
Five Fundamentals Are you on the path to achieving
financial success?
of Successful Wealth Prepare for your future by coming to this complimentary presentation.
Management We would like to introduce you to the five fundamentals every
individual needs to know in order to be successful in achieving
their financial goals, especially in “turbulent” times. Time proven
Exclusively for: fundamentals will be covered which will include specific information
Architectural Professionals on the following topics:
Presented by: • Establishing a Safety Net
Mark Bonnett, Regional Vice President* • The Advantage of Starting Early
– Accumulating Money Systematically
– Setting up a “Pay Yourself First” Budget
on Tuesday, October 13, 2009 • How to Help Minimize the Impact of Income Taxes1
Location – Income Tax Reduction Strategies
Sam’s Café – Tax Deferral
Biltmore Fashion Park • Utilizing Strategies to Reduce Risk and Enhance
2566 E. Camelback Road • Suite 201 • Phoenix, AZ 85016 Potential Investment Return
– Compounding
at 6:30 p.m. –
–
Rate of Return
Inflation
(Dinner will be served.)
– Three Basic Accumulation Choices
• Building an Investment Portfolio Which Matches
Please RSVP by calling Matthew Pierce at Your Personal Profile
(602) 224-5366 or by emailing him at – Matching Your Risk Tolerance to Investment Needs
matthew.pierce@northstarfinancial.com.
1
Specific tax and legal consequences should be verified by your tax advisor and legal counsel.
North Star Resource Group 4645 N. 32nd Street • Second Floor • Phoenix, AZ 85018 • office 602.224.5366 • fax 602.224.9044
North Star Consultants, Inc. • Insurance Products and Services North Star Resource Group offers securities and investment advisory services through CRI Securities, LLC
CRI Securities, LLC • Securities and Investments and Securian Financial Services, Inc., Members FINRA/SIPC. CRI Securities, LLC is affiliated with Securian
Securian Financial Services, Inc. • Variable Products and Securities Financial Services, Inc. 102529/DOFU: 09-2009
Visit our website at www.northstarfinancial.com