Brian Urie Of Axa Advisors Will Host Seminar On The Roadmap To Retirement
In Salt Lake City, Utah, on October 23, 2007 Brian Urie, CFP® a financial professional with AXA Advisors, LLC, Salt Lake City, Wharton Certificate, will host a seminar on how to make income last during the retirement years.
The seminar will be held on Tuesday, October 23 at 12:00 pm at The Lion House, located at 63 E South Temple in Salt Lake City.
Topics to be covered include a discussion on how the choices made 5-10 years before retirement can shape the entire course of your retirement lifestyle. Len Sschritter, author of The Secret Life of a Snowbird-An Inside Look at Retirement in America's Sunbelt will distribute individual autographed copies.
At the end of the seminar, each attendee will leave with an individual "Retireemnt To Do" List and have an opportunity to sign-up for a no cost, no obligation confidential consultation with Mr. Urie. For more information or to register, contact Brian Urie at 1-87-SNOWBIRD (877-669-2437) EXT. 1 OR ONLINE AT WWW.BRIANURIE.COM.
Mr. Urie has been in the financial services industry for 9 years. He focuses on helping individuals and business owners achieve their financial goals, and provides an array of financial protection and investment products and services including life insurance, annuities and investments as well as college, estate, retirement and business planning strategies.
Mr. Urie holds a Bachelor of Arts or Science from Weber State University and the FINRA series 7, 24, 63, and 65. He has earned the CERTIFIED FINANCIAL PLANNER (CFP) professional designation and has most recently acquired the Certificate in Retirement Planning from the University of Pennsylvania's Wharton School of Business. Active in community and professional organizations, Mr. Urie is a member of Salt Lake Estate Planning Council, Southern Utah Estate Planning Council, secretary and treasurer of Valley Chapter of NAIFA, Director Salt Lake Chapter of Parent's Television Council.
The AXA Advisors Salt Lake City branch is located at 2825 E. Cottonwood Parkway, suite 430. Financial services available to individuals and business owners through AXA Advisors, LLC include: strategies and products for financial protection and investments; asset allocation, college, retirement, business and estate planning strategies; life insurance, annuity and investment products, including mutual funds. Securities products are offered through AXA Advisors, LLC, NY, NY, member FINRA, SIPC, 10104 (212) 314-4600. Insurance and annuity products are available through an affiliate, AXA Network, LLC and its subsidiaries.
AXA Advisors, LLC is a leading provider of financial services for consumers and businesses, working with clients to help them define and meet their financial goals. It is a broker/dealer and the retail distribution channel for AXA Equitable Life Insurance Company, NY, NY, which provides life insurance, annuities and other needs-based products and services for the financial services market. AXA Equitable is a sponsor of the Variable Annuities Knowledge Center (www.variableannuityfacts.org), an online resource aimed at helping consumers understand the facts surrounding variable annuities. The Variable Annuities Knowledge Center is operated by a standalone non-profit organization and is overseen by an independent advisory board.
AXA Advisors and AXA Equitable are subsidiaries of AXA Financial, Inc., one of the premier U.S. organizations providing financial protection and wealth management. AXA Financial had approximately $795 billion in assets under management as of December 31, 2006, and is a member of the global AXA Group, which had $1.73 trillion in assets under management as of December 31, 2006.