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Getting & Staying Organized is EASY With a FREE Personal Financial Website

  • NEXT Financial Group, Inc. 6301 Wayzata Blvd. St. Louis Park, MN 55416 RSVP: 952-540-0153 (map)

Space is limited.  To reserve your seat please call: 952-540-0153 or fill out the form below.

FEATURES OF YOUR SITE:

  • ORGANIZER - Connect all your accounts and information for an organized, consolidated view.
  • FINANCIAL WORKSHOP - See if you're on target to reach your most important financial goals.
  • EDUCATION CENTER - Your own library of videos, articles and resources to increase your financial knowledge.
  • VAULT - Safely store your most important documents for quick & easy access.
  • UPDATED NET WORTH - Your net worth is calculated and updated daily.
  • SPEND TRACKING - Know how much you're spending & where it's going.
  • BUDGETING TOOLS - Set budgets to help you reach your savings goals.
  • INVESTMENTS - Interactive charts & detailed views provide you with increased visibility into your accounts.
  • ALERTS - Be alerted of important changes to your accounts and investments, important dates, and reminders too.

COST: FREE (join us for food and beverage afterwards!)

Space is limited.  To reserve your seat please call: 952-540-0153 or fill out the form below.

RSVP Form

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December 23

LUNCH-N-LEARN: 10 Smart Tax Tips

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March 12

WEBINAR: Embracing Warren Buffets 2 Rules for Investing