February 13, 2007: Create Your Ideal Lifestlye
Financial Series: Taxes ** Investments ** Current Financial Trends Find out how you can get financially ahead with this financial speakers series. Julie is also a MEMBER of ABWA Women of Wisdom.
I’m Julie Curtis with CTS Financial Services. I’m a representative of H.D. Vest Financial Services owned by Wells Fargo, based out of Dallas, Texas . I love to help people. My greatest desire is to make a difference in people’s lives, one family at a time. My job is to assist my clients in living their ideal lifestyle by helping them sort out, organize, and make sense of their finances.
Whether it’s insuring their life, consolidating debt, saving for their children’s education, or making sure they have enough assets to retire, I can provide families some peace of mind around their finances. It may be a client just wants to save for that ideal home in a few years. I can help with one goal or a few. Whatever my client feels is important, I am here to be of assistance.
I offer a complimentary needs analysis for anyone who just wants to find out if they are on the right track.
CTS Financial Services, “Creating your ideal lifestyle”
RSVP: Niki Kramarz nkramarz@hotmail.com , or by phone at 440-376-2274 at least 3 days prior to event.
$5 ABWA Chapter member & students, $10 non member
Baldwin-Wallace East Campus
Landmark Center Building
25700 Science Park Drive
Suite 100
Beachwood, Ohio 44122
When are the meetings??
Meetings start at 6:00pm, but you can come as early as 5:30pm to EAT, MEET, AND GREET!
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