- Owning an investment portfolio that provides an income for life.
- Achieving the five goals by managing the seven areas of money.
How are you doing?
Measure your progress with The Bluestone Hierarchy.
Thank you so much to all who attended our Summer BluestoneSeminar. Summer is usually our smaller group but this year we had a wonderful roomful. And we just love the way you all fill the room with warmth.
We were glad to share some thoughts about “HOW TO BE RICH” and how we want to develop our Bluestone Process. Your suggestions are very welcome. How can we be a community of people that are securing wealth and enjoying well-being, and inspiring those we care about to do likewise?
Now, please mark your calendar for our Fall BluestoneSeminar: the evening of Thursday October 17; pizza buffet followed by a presentation, and afterwards a cash bar for any who want to stay for a glass of something and chatting. We’re so excited, can’t wait!
This memo was prepared solely by Terry and Patty Rempel who are registered representatives of FundEX (a member of the Mutual Funds Dealers Association of Canada and the MFDA Investor Protection Corporation). The views and opinions, including any recommendations, expressed in this memo are those of Terry and Patty Rempel. Bluestone Financial is a personal trade name of Terry and Patty Rempel.