Brian J Boder
Financial Representative


Insight Financial

Upcoming Events

Power Hour: Save Lives While Saving Money

You are personally invited to a special dinner party! We would like to get to know you and share some important insights regarding financial planning over dinner and drinks. Even if you have done some planning, this will be a great opportunity to learn and enjoy a night out on us.

Your lives are busy, have you had a chance to think about the following statements and questions?

1. I'm clear about how much money is coming in, how much is going out and where I spend my money each month.

2. If I became ill or injured and couldn't work. I know exactly how much my workplace disability income insurance would pay and for how long.

3. I know how much money I need to save for retirement?

4. I know what I want for my future and have a written financial plan outlining what it will take to make it happen?

Looking forward to seeing you at the event! Please RSVP by 10/10 so we can reserve a spot for you.

Best,
Jacqueline Engel and Brian Boder

Date: Thursday, November 15, 2018
6:30 PM - 7:30 PM
Location: Petaluma
1356 1st Avenue
New York City, NY 10075

Power Hour: Dinner and Financial Tips

You are personally invited to a special dinner party! Not only will there be drinks and dinner, but I am excited to announce that we will have a special speaker from American Funds sharing some insights on long-term perspectives on the market and the economy in regards to investing.

Please make sure you RSVP so we can reserve a spot for you!

Best,
Jacqueline Engel and Brian Boder

Date: Thursday, November 15, 2018
6:30 PM - 7:30 PM
Location: Petaluma
1356 1st aven
New York, NY 10075
 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck