Free Workshop for Registered Financial Advisors

Thursday, March 12, 2008

10:00 a.m. –12:00 p.m.

Airport Plaza Hotel

1981 Terminal Way, Reno, NV 89502

(Lunch is served from 12:00 to 1:00 p.m.)

REGISTER by February 12, 2008  for this Free Seminar & Luncheon:

How to Increase Profitability with the Less-Paper Office
Competition in financial planning is heating up, with banks and insurance companies reaching for greater market share. How do you differentiate your practice in a crowded field?

Go paperless. Sign up for our free workshop and discover the secrets to greater operational efficiency and improved client service through document and records management.

You’ll learn how to:

• Keep more of your revenue – reclaim office space and reduce mailing and faxing costs.
• Reduce time spent searching for documents with on-demand access to invoices, commission statements, and order confirmations.
• Meet SEC/NASD rules in a more cost-effective manner.
• Protect your business with comprehensive security, audit trail and disaster recovery tools.