Invitation Letter Template

[Scott Manley]

Hi Everyone,

 

Attached is the template for the invitation letter to send to people for our Visitor Day on April 22.  It has all the info filled out for our chapter and with BNI statistics.  Just put it on your letterhead and complete the few items in Italics.

 

Scott

 

Oh, by the way, if you know someone who is thinking about financial planning (which includes planning for retirement, college funding, investing, life insurance and long term care insurance) and would appreciate the kind of service I offer, I would love to meet them.  As these people come to mind, please introduce them to me. 

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Scott Manley

Senior Financial Advisor

Waddell & Reed

1999 South Bascom Avenue, Suite 400

The PruneYard Tower 2

Campbell, CA  95008

Phone:  408-963-2855

Fax:  408-369-9434

 

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