October 24 Investor Webinar Invite Template
Note: This is sample language that you may want to use in a letter / email to your clients. Be sure to
submit for prior review to your Compliance department.
Dear [Client Name],
I believe that education is one of the most important components of your overall investment
To help you better understand what has happened so far in 2012, I would like to invite you to attend a
special webinar put together by Loring Ward that I think you will find helpful.
This Quarter-in-Review webinar focuses on reviewing the events that have influenced global markets
this quarter and will also present research and historical data that reinforce the investment approach
we use for your portfolio.
The webinar will feature Loring Ward’s Director of Investment Research, Matthew Carvalho, CFA, CFP®.
“3rd Quarter-in-Review” Webinar
Date: Wednesday, October 24, 2012
Time: 5 PM, Pacific Time
Click here https://www1.gotomeeting.com/register/820408065 to sign up for the webinar. If you
have never participated in a webinar before, it is recommended that you log on 5-10 minutes early for
I sincerely hope you will participate in this educational webinar, and I encourage you to please contact
me with your thoughts, questions or concerns.
Thank you for your continued trust, confidence and the opportunity to serve you.
IRN R 12-113 (3/12)