“Your heart will be where your riches are.” (Matthew 6:21)
• Do you know what’s really in your portfolio?
• Learn simple steps to determine if your investments conform to your values.
Seating is limited so register promptly.
There is no obligation for attending and nothing will be sold during the seminar. You are welcome to schedule a private appointment for a complimentary consultation or social responsibility portfolio review.
Sponsored by Paradigm Financial Planning, 27281 Las Ramblas, Suite 200, Mission Viejo, CA 92691
Investment Advisory Services offered through Global Financial Private Capital, LLC, an SEC Registered Investment Advisor. CA Insurance License # 0G61385
27281 Las Ramblas
Mission Viejo, CA 92691
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