Charles Schmitz    
Arlington Heights, IL    
Phone: 847-392-9268    
Heritage Partners: Making Trusted Financial Advice A Tradition

Retirement Planning
   Looking At Retirement
   Decisions At Retirement
   Living On Your Investments
   Providing A Legacy
   Health And Independence
Plans For Small Businesses
Who I Am
Community Programs

Community Involvement Program

As part of our community involvement program, Heritage Partners provides seminars and guided discussions to community groups, religious groups, and business organizations on financial planning topics. These seminars are free of charge and are totally non-commercial. Typical topics include:

Sound Family Finances
Teaching Your Kids About Money
How To Save For College
How To Find Money To Save
Women and Family Finances
Women and Financial Planning
Women and Investing
Living Well Today and Tomorrow
A Financial Review For Today's Times
So You Want To Retire ...
Retirement Details --- Making Sound Financial Decisions

For further information contact Charles Schmitz at Heritge Partners.
Community Involvement Program
Community Involvement Program
Community Involvement Program

Heritage Partners, Arlington Heights, IL Phone 847-392-9268

Securities and Investment Advisory services offered through Ausdal Financial Partners, Inc, 5187 Utica Ridge Road, Davenport, IA 52807 (563)326-2064. Member: FINRA/SIPC.
Heritage Partners and Ausdal Financial Partners are independently owned and operated.
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