
COSTA RICA - USA CHAMBER OF COMMERCE (CRUSACC)
Member of ABICC - Association of Bi-National Chambers of Commerce Florida
INVITES YOU TO
Blueprint for Financial Success
a presentation by New York Life’s
Lillian J. Cosio
Financial Services Professional
Liliana Baron
Claudia Montoya
Financial Advisors

A DIFFERENT TYPE OF BUSINESS SEMINAR: FOCUSING ON THE PERSONAL NEEDS OF THE INDIVIDUAL AND ON SMALL MEDIUM AND LARGE BUSINESSES
Date: Tuesday, September 23rd, 2008 - Time: 6:00 p.m.
Place: New York Life - 3750 N.W. 87 Avenue, Suite 500.
Limited seating. RSVP: elbaron@ft.newyorklife.com
Liliana Baron, Tel : 305 263 1400
or e-mail to CRUSACC: gborbon@crusacc.com
CRUSACC’S active members FREE. Others: $10.00
Make check payable to CRUSACC.
Address: 7930 SW 20 Street, Miami, FL 33155
The “Blueprint for Financial Success” seminar offers:
Information to help people and businesses of all types with the basics of building a strong financial foundation which aims to get them on the path to achieving their financial goals.
Topics of discussion:
- The financial house concept
- Flow/Net Worth – two of the key components in building your financial plan, because to get where you’re going – you have to assess where you are and what you are working with.
- Personal planning
- Business planning
- Risk Management and making sure you are covered for the uncertainties in life.
In today’s economy, planning and risk management are fundamental in protecting your investments and your future.
Lillian Cosio, Liliana Baron and Claudia Montoya are financial advisors with ample experience and committed to providing individuals, families, and businesses with financial products that meet their needs.
Should you need more information, please contact us at:
Tel: (305) 266 -4849
Fax: (305) 266 -7707
E-mail: gborbon@crusacc.com