Summer Safety and Sustainability Tips
June 1, 2007
Dear Friends and Family,
We hope this letter finds you all well and looking forward to summer fun and relaxation!
Enclosed you will find a copy of our 2007 Five Star Wealth Manager — Best in Client Satisfaction reprint from Seattle Magazine. Thank you to all of our valued clients — without you, this award would not have been possible.
As we look forward to spending time in our forests, on our beaches, and on the water, we’re also thinking about how to enjoy a safe and healthy summer while sustaining our natural resources. Here are a few ways to leave a positive footprint for our children and grandchildren:
- Walk or bike instead of driving — save money and improve your health
- Always wear your life jacket when boating
- Adjust your thermostat and install energy-saving devices
- Choose electronic delivery for your Fidelity statements and confirmations. It’s easy to set up and great for the environment. Please contact Vicki at 425-657-2208 for setup instructions
Sue Katz will be in the Washington, D.C. area beginning June 13th for a series of Women, Wisdom, and Wealth seminars in Maryland, Virginia, and the Delaware shore.
Please contact Julie Quinn at 301-961-6032 for seminar dates and times.
Sincerely,
Katz Family Financial