Sapers & Wallack

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Fall 2009

Greetings! This is our inaugural issue of the Sapers & Wallack Informer . Going forward, we will be sending a semi-annual newsletter in an effort to communicate more regularly with you, as well as provide current information on new products or changing regulations and policies that may impact you.

Sapers & Wallack prides itself on working closely with our clients. It is important to us that we know and understand your personal and professional objectives, whether they be for yourself, your family, your business or your future so that we can best recommend products and services to help you achieve your goals.

In this first issue, you will find information on charitable concepts, executive benefit programs, health care reform, insurance insights and diversifying your investments.

In this difficult economy, Sapers & Wallack is proud to stand by the many charitable initiatives that we support. If you’re interested in learning more about our charitable referral program, please contact us to find out more about how we can support your favorite non-profit organization.

Please be in touch by email or phone (617-225-2600) as we always enjoy hearing from you and learning what is new in your life and finding ways that we can help.

Warm regards,

Aviva Sapers, CEO

Securities offered through Registered Representatives of NFP Securities, Inc. (NFPSI), Member FINRA/SIPC. Investment Advisory Services offered through Investment Advisory Representatives of NFPSI. Sapers & Wallack and NFPSI are not affiliated.

NFPSI does not offer tax or legal advice.

This site is published for residents of the United States only. Registered Representatives and Investment Advisor Representatives of NFPSI may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact the NFPSI Compliance Department at 512-697-6000.