The seminar is based on Edelman's bestselling book, Rescue Your Money.1 In a fast and fun 90 minutes, attendees will discover the one major investment goal investors should have, the two major obstacles investors face, the seven ways investors fail, the one big question to answer, and the one solid investment strategy investors need in today's tumultuous times.
Edelman, Executive Chairman and Founder of EFS, has recently been named among the Top 10 Wealth Advisors in the nation by Forbes magazine.2 Previously, Barron's three times named him the #1 Independent Financial Advisor in the country.3
"Rescue Your Money reveals how to make sound investment decisions to help attendees achieve their financial goals," said Edelman. "It's important to have a solid investment strategy and we are excited to present this seminar on one night throughout the D.C. area to help as many people as we can."
Tuition is just $15/person or $25/couple and every attendee will receive a complimentary copy of Edelman's bestseller, Rescue Your Money. Full details and registration information can be found here.
About Ric Edelman
Providing financial advice for 30 years, Edelman hosts radio and television shows that air weekly nationwide. He is also a #1 New York Times bestselling author who has written eight books on personal finance.
About Edelman Financial Services
Edelman Financial Services provides financial planning and investment management services to more than 30,000 individuals and families and manages $16 billion in assets.4 The firm also provides 401(k) plans and institutional investment management for businesses. EFS has won more than 100 financial, business, community and philanthropic awards.5 For investment advice and financial planning services, or to speak with a planner, call 888-PLAN-RIC (888-752-6742) or visit www.RicEdelman.com.
Ric Edelman is an Investment Advisor Representative who offers advisory services through Edelman Financial Services, LLC, a Registered Investment Advisor. He is also a Registered Representative and Registered Principal of, and offers securities through, EF Legacy Securities, LLC, an affiliated broker/dealer, member FINRA/SIPC.
1The Washington Post, Washington Bestsellers Paperback Nonfiction/General. March 29, 2009.
2Forbes rankings are the opinion of SHOOK Research and are based on advisor interviews, client retention, industry experience, compliance record, assets under management and revenue generated for the firm. Investment performance is not considered. Advisors do not pay to be in the ranking.
3According to Barron's, "The formula [used] to rank advisors has three major components: assets managed, revenue produced and quality of the advisor's practice. Investment returns are not a component of the rankings because an advisor's returns are dictated largely by each client's risk tolerance. The quality-of-practice component includes an evaluation of each advisor's regulatory record." The rankings are based on the universe of applications submitted to Barron's. The selection process begins with a nomination and application provided to Barron's. Principals of Edelman Financial Services LLC self-nominated the firm and submitted quantitative and qualitative information to Barron's as requested. Barron's reviewed and considered this information, which resulted in the rankings on Aug. 27, 2012/Aug. 28, 2010/Aug. 31, 2009.
4As of 6/30/16
5Throughout the firm's 30 year history, EFS and Ric Edelman have been presented with more than 100 business, advisory, communication and community service awards. A complete list of awards won can be requested by contacting the firm at (888)-PLAN-RIC.
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SOURCE Edelman Financial Services