Seminars

Ronald D. Birnbaum

CLU, ChFC, CASL™

Listen to The Financial Consultants with Ron Birnbaum weekdays from 7-8 AM on The Business Station AM 1060 WBIX!

Trust Advisory Group
One Gateway Center Suite 350
Newton MA 02458
ron@paylesstaxes.org

617-965-7900 Office

888-677-7977 Toll-free

617-965-9697 FAX


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Educational Workshops:

Creative Investing in 2009 (for accredited investors)

Free Educational Workshops for CPAs (attend and receive CPE credits)

Creative Investing in 2009 for accredited* investors

Host Ron Birnbaum CLU, ChFC, CASL™ of Trust Advisory Group cordially invites you to a complimentary forum on the following topics:

	Profit from unprecedented investment opportunities available today!
	How to make money in our difficult economic climate
	Timing is right for Tax Advantaged Investments!
	Insurance backed investments with double digit returns!
	and more!

Creative Investing in 2009 – Dinner Seminars at the Capital Grille

Located at: 250 Boylston Street, Chestnut Hill, MA

Time: 5:30 PM (Doors close at 6) - Dinner will be served

	Thursday, June 18, 2009
	Tuesday, June 30, 2009

Creative Investing in 2009 – Lunch Seminars at the Capital Grille

Located at: 250 Boylston Street, Chestnut Hill, MA

Time: 11:30 AM (Doors close at noon) - Lunch will be served

Thursday July 16, 2009

To make a reservation for any of these workshops, please call 888-562-0138.
* Accredited Investors Only

Free Educational Workshops for CPAs (Attend and receive CPE credits)

Thursday, May 28, 2009, 9 am – 2 pm (Breakfast, lunch and snacks will be served)

Courtyard Boston Waltham

387 Winter Street

Waltham, Massachusetts

and Wednesday, June 3, 2009, 9 am – 2 pm (Breakfast, lunch and snacks will be served)

The Sheraton Newton Hotel

320 Washington Street

Newton, Massachusetts

To make a reservation for either workshop, please call 888-562-0138.
* Accredited Investors Only

Mr. Birnbaum is registered in all the New England States (MA, VT, NH, ME, CT, RI), Florida (FL), Colorado (CO) and California (CA).

Tenant-in-Common and 1031 Real Estate Exchange investments are limited to accredited investors. *An accredited investor is one who either:

	has a net worth of at least $1,000,000 or
	has income of at least $200,000 ($300,000 combined income if married) in each of the last two tax years with expectations to make that much in the current year.

As with any real estate investment, there are various risks including, but not limited to: loss of principal, variations in occupancy which may negatively impact cash flow, illiquidity, and limits on management control of the property.

Securities are offered through: Advisory Group Equity Services, Ltd., Member FINRA/SIPC, 161 Ash Street, Suite D, Reading, MA 01867 (781) 942-5070 . Investment advisory services are offered through Trust Advisory Group, Ltd., a Registered Investment Advisor.

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