Sales / Marketing Communication

Seminar on Financial Planning

No. of Credits Required: 1 |

Document Preview:


Financial Planner providing free seminar to potential customers on financial planning.

That is why many successful people like yourself have engaged the services of personal financial planner at [COMPANY]. We can help you set your long term financial goals and have the expertise to help you select those investment strategies that will meet those goals. As financial professionals, we can also help you with tax planning and estate planning that suit your need.

We cordially invite you to a free seminar on financial planning, with a questions and answers session where we can answer any specific question you may have on this subject. The seminar will take place on [DATE] at [TIME] in [VENUE].

Document Type:

Advertisement / business plan / presentation / speech


Business > Commercial, Sales and Marketing > Sales and Marketing Communications














financial planning




seminar on financial planning.


DocPro Legal

DocPro Legal is a team of legal professionals with a passion for making quality documents and legal contract templates widely available to the public through cutting edge technology. Our lawyers are qualified in numerous common law jurisdictions including the United Kingdom, Australia, New Zealand, India, Singapore and Hong Kong. We have experience in major law firms and international banks with expertise in business, commercial, finance, banking, litigation, family, succession and company laws.

Related Documents