Seminar Invitation for Financial Planning Group

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Advertisement Design Brief

I want a flyer that I can mail out to 5000 people (targeted group of seniors with high incomes and that own homes) to invite to a seminar we will be holding on March 9th and March 10th of 2010. It is a FREE educational workshop and we want to have a colorful catchy flyer that we will be mailing out that doesn't look to cheesy or like a get rich quick scheme. We are experienced financial planners that are proposing long term practical solutions.

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Updates

Dates and Locations:
March 9th, 2010- Gordon Biersch 5:30 p.m.-7:00 p.m.
March 11th, 2010-Rancho Bernardo Winery 11:00 a.m. -12:30 p.m.

Speakers:
William J. Rooney, ChFC and CLU, focuses on the coordination of insurance, retirement, and estate planning. Bill is a member of the Society of Financial Service Professionals.
Chris Surrichio, C.F.A., is V.P. of Investment Research at Capital Analysts and is a member of the Phildelphia Society of Financial Analysts.

Another Speaker:

Social Security Public Relations Director, TBA

At the bottom, it should read, and in similar font as I am posting now:

William J. Rooney is a registered representatie with & securities are offered through Capital Analysts, Inc. Member FINRA/SIPC CA Insurance License # 0543472 (03-2010)

The font size should be around 12 point

Also, we now have the same of the Social Security Speaker( to go Under William J. Rooney and Chris Surrichio),

Yolanda York, San Diego Social Security Public Affairs Specialist

Also, please incorporate at the bottom(the first line and phone number/email should be large compared to the rest of the text so it is easy to locate contact info:

To register, please call (858) 408-1400 or email sandra@rooneycrull.com.

Due to limited capacity, we reserve the right to refuse unregistered guests. Complimentary parking is provided.

CORRECT DATES AND LOCATIONS ARE:
3/9/10 5:30-7:00PM GORDON BIERSCH
3/10/10 11:00-12:30 P.M. RANCHO BERNARDO INN

ALSO ADD, RIGHT ABOVE THE LONG TERM CARE LINE IN THE TOPICS TO BE DISCUSSED SECTION, PLEASE ADD "Top 10 Myths About Social Security" No need for quotation marks I just want to distinguish the text here. Also, I have uploaded 2 pics, one of Chris Surrichio and one of Yolanda York. I am still waiting on one from Bill Rooney and will post it when I receive it. These are to go to left of their name and short description. 

Target Market(s)

Seniors, People who are about to retire, 55+ in age, primarily those with investable assets of 500k+, those who are concerned with their retirement income and their nest egg.

Industry/Entity Type

Insurance


Requirements
Must have
  • An Image(not to make up more than 20% of the flyer). Preferably of a family (elderly couple playing with grandkids, maybe in mid-60''s). Maybe a cartoon of a couple wondering about their financial future since the market tanked and depleted their nest egg.
  • -Seminar Dates and Times
  • -Must be 1 Page
  • -Title of Seminar is "Back to Basics"
  • 3 Speakers, each an expert in their field.
  • 1)Social Security Speaker 2)Chris Surrichio, CFA, and 3) retirement planning expert, William J. Rooney



  • Topics to Be Discussed at Seminar:
  • Roth Conversion Pitfalls and Opportunities
  • Market Outlook 2010/2011
  • How to Maximize Your Retirement Income
  • Can You Afford to Not Have Long Term Care?
  • And many more....
  • Should not have
    • No bags of money or bullions. We are not out to have people make a lot of money off of us, we are just advertising good solid financial advice

    Files
    Download all files - 0.1 MB
    JPG
    Supporting File 2
    Saturday, July 10, 2010
    JPG
    Supporting File 1
    Saturday, July 10, 2010
    Payments
    1st place
    US$270
    Participation payments x 2
    US$15
    Total
    US$300

    Project Deadline
    05 Feb 2010 14:00:00 UTC
    Language