[Fredslist] Invitation for Gotham Networking
Klein, Scott (Uniondale)
scott.klein at stifel.com
Tue Oct 20 14:39:51 EDT 2009
Hello. Here is an invitation to a teleclass entitled "From Paper Mess To Paper Success" that we will be conducting.
Please RSVP per the invitation.
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>From Paper Mess to Paper Success
Join us for a free conference call to learn how you can tame the paper monster lurking in your home!
This conference call will help you organize your personal and financial papers. In less than one hour, you'll discover:
* A simple way to organize your papers so that you can find everything
* What to do when you're papers are "out of sight, out of mind."
* A system to organize your financial papers throughout the year that fits both you and your accountant
* How long should you keep your personal and financial papers
* Precautions to avoid identity theft
RSVP for this unique event:
>From Paper Mess to Paper Success
Wednesday, October 28
7:00 p.m. - 8:00 p.m.
Please email: scott.klein at stifel.com to receive the teleconference phone number and pin code
About the speakers:
Karin Stewart, PhD, President of Daily Mastery, is a peacefully productivity coach who works with people who want to get more done, in less time, and without the stress. Her clients have reclaimed between 5 and 20 hours a week, and regained peace of mind - as well as saved money.
Scott Klein is a Financial Advisor with The Klein Serro Financial Group at Stifel, Nicolaus & Company Incorporated. The Klein Serro Financial Group covers all areas of financial management, from investment and retirement planning to risk management and issues surrounding estate plans. We work with both individuals and corporate clients.
Best regards,
Scott M. Klein and Vincent Serro
Financial Advisors
The Klein Serro Financial Group at Stifel Nicolaus
50 Charles Lindbergh Boulevard, Suite 410
Uniondale, NY 11553
Direct: 516-719-7656
Toll Free: 866-597-2325
Fax: 516-794-9679
http://www.kleinserro.com
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Stifel, Nicolaus & Company, Incorporated
Member NYSE & SIPC
Headquarters: 501 N. Broadway, St. Louis, MO 63102
314-342-2000
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