Advertisement Design Job: Seminar Invitation for Financial Planning Group

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This customer received 18 advertisement designs from 6 designers. They chose this advertisement design from Wendy Rother Designs as the winning design.

Project PrepaidGuarenteed
Job Type
Advertisement Design
Industry / Entity Type
Task Outline
  • Create a Advertisement Design
Task Description
I want a flyer that I can mail out to 5000 people (targeted group of seniors with high incomes and that own homes) to invite to a seminar we will be holding on March 9th and March 10th of 2010. It is a FREE educational workshop and we want to have a colorful catchy flyer that we will be mailing out that doesn't look to cheesy or like a get rich quick scheme. We are experienced financial planners that are proposing long term practical solutions.
Saturday, February 6, 2010
  • Dates and Locations:
    March 9th, 2010- Gordon Biersch 5:30 p.m.-7:00 p.m.
    March 11th, 2010-Rancho Bernardo Winery 11:00 a.m. -12:30 p.m.

    William J. Rooney, ChFC and CLU, focuses on the coordination of insurance, retirement, and estate planning. Bill is a member of the Society of Financial Service Professionals.
    Chris Surrichio, C.F.A., is V.P. of Investment Research at Capital Analysts and is a member of the Phildelphia Society of Financial Analysts.
  • Another Speaker:

    Social Security Public Relations Director, TBA
  • At the bottom, it should read, and in similar font as I am posting now:

    William J. Rooney is a registered representatie with & securities are offered through Capital Analysts, Inc. Member FINRA/SIPC CA Insurance License # 0543472 (03-2010)

    The font size should be around 12 point
  • Also, we now have the same of the Social Security Speaker( to go Under William J. Rooney and Chris Surrichio),

    Yolanda York, San Diego Social Security Public Affairs Specialist
  • Also, please incorporate at the bottom(the first line and phone number/email should be large compared to the rest of the text so it is easy to locate contact info:

    To register, please call (858) 408-1400 or email

    Due to limited capacity, we reserve the right to refuse unregistered guests. Complimentary parking is provided.

    3/9/10 5:30-7:00PM GORDON BIERSCH
    3/10/10 11:00-12:30 P.M. RANCHO BERNARDO INN

    ALSO ADD, RIGHT ABOVE THE LONG TERM CARE LINE IN THE TOPICS TO BE DISCUSSED SECTION, PLEASE ADD "Top 10 Myths About Social Security" No need for quotation marks I just want to distinguish the text here. Also, I have uploaded 2 pics, one of Chris Surrichio and one of Yolanda York. I am still waiting on one from Bill Rooney and will post it when I receive it. These are to go to left of their name and short description. 
Target Market(s)
Seniors, People who are about to retire, 55+ in age, primarily those with investable assets of 500k+, those who are concerned with their retirement income and their nest egg.
Must Have:
- An Image(not to make up more than 20% of the flyer). Preferably of a family (elderly couple playing with grandkids, maybe in mid-60''s). Maybe a cartoon of a couple wondering about their financial future since the market tanked and depleted their nest egg.

- -Seminar Dates and Times

- -Must be 1 Page

- -Title of Seminar is "Back to Basics"

- 3 Speakers, each an expert in their field.

- 1)Social Security Speaker 2)Chris Surrichio, CFA, and 3) retirement planning expert, William J. Rooney




- Topics to Be Discussed at Seminar:
Roth Conversion Pitfalls and Opportunities

Market Outlook 2010/2011

- How to Maximize Your Retirement Income

- Can You Afford to Not Have Long Term Care?

- And many more....


Should Not Have:
- No bags of money or bullions. We are not out to have people make a lot of money off of us, we are just advertising good solid financial advice
File 1: supporting file 11
File 2: supporting file 22

Comments and Questions
visit our website at We would prefer the color of evergreen to be present somehow in the design.
By Project Owner on Wednesday, January 27, 2010 | Reply

I don''t see a time or date anywhere. Would you like a mock up with time and date?

Please let me know.
Thanks, RED
By Sarlyn Oduber on Wednesday, January 27, 2010 | Reply
Hi sorry I meant Time and Location.

Thanks RED
By Sarlyn Oduber on Wednesday, January 27, 2010 | Reply
 I have updated this. Please update the 3 speakers info as well as condense the Topics To Be Discussed (so that all the items are under this category and not 2). Also, please send me a few different options for pictures. I dont really like either of these.
By Project Owner on Friday, January 29, 2010 | Reply
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