Working Towards Protecting Your Future

Financial Strategies for Successful Retirement

Hosted by:
Anthony Schau, CFP® & Jason Urdahl

PLEASE JOIN US Your risks, time horizons and taxation are unique. Our process provides
you with a realistic assessment and recommendations in these key
areas. Join us to learn more about how we can help you increase your
Thursday, March 22th investment opportunities and help protect your financial future.
6:30 pm
Specific Topic Discussions Includes:
Iowa Chop House • Are you factoring in the history of the market at its highs and lows to
determine if you are on track?
223 E Washington Street
• Are you aware of the over 70 fund options available to you for further
Iowa City, IA 52240 diversification?
• Is your account properly weighted between the Interest only and
Dinner will be provided. You are welcome to Market oriented accounts?
bring a guest. Seating is limited. Please • Are you regularly rebalancing your retirement account to stay in line
with your investment objectives?
RSVP to Jason.Urdahl@northstarfinancial.com

FEATURED SPEAKERS
Established in 1992, Anthony is an industry expert with a practice specializing in
investments and the development of retirement strategies for clients and their
families. Following an introduction, Anthony assists his clients in clearly identifying
their individual financial goals and, upon analyzing their current financial position,
creates a customized financial strategy to recommend. Once put in place, Anthony Anthony Schau, CFP®
sets specific dates to review and update your strategy. Financial Advisor

Jason Urdahl is a Financial Advisor who specializes in investment strategies and

retirement solutions. Jason analyzes your current outlook to overcome the challenges
unique to the specific situation. With over five years in the field and an insurance
background, Jason's client relationships are designed to endure for decades. Striving to
create prosperity through trust and committed service.
Jason Urdahl
Financial Advisor

*Financial Advisors do not provide tax, mortgage, or legal advice. Please consult a tax or legal professional for advice regarding your specific tax, mortgage, or legal situation.

North Star Consultants, Inc. offers securities and investment advisory services through Securian Financial Services, Inc. and CRI Securities, LLC, Members FINRA/SIPC. CRI Securities, LLC is affiliated with
Securian Financial Services, Inc. and North Star Consultants, Inc. North Star Consultants, Inc. is not affiliated with Securian Financial Services, Inc. North Star Consultants, Inc. is independently owned
and operated.

Anthony Schau, CFP® and Jason Urdahl are Registered Representatives and Investment Advisor Representatives of of Securian Financial Services, Inc. and CRI Securities, LLC. 2015425 / DOFU 02-2018

North Star Professional Center - 2701 University Ave SE, Minneapolis, MN 55414 - Phone: 612.617.6000 - Fax: 612.256.6001 - www.northstarfinancial.com