Client Center
MTA Employees
LA Times Employees
World Vision Employees
Long Beach City College Attendees
Letters of Endorsement
March 22, 2002
From: MTA
One Gateway Plaza
Los Angeles, CA 90012-2952
To: George Wheeler
Financial Planning Advisors
11300 W. Olympic Blvd. Suite 780
Los Angeles, CA 90064
Dear George,I want to take this opportunity to thank you for the Varrix Pre-Retirement Seminars presented to the Metropolitan Transportation Authority (MTA) employees in 1999 and year 2000.
Last year when we were searching for a resource to present Financial Planning Seminars we found several financial firms willing to work with us, however most of the firm’s information was not generic. When you made your proposal to us, it was exactly what we were seeking, generic worksite financial education.
The verbal and written feedback on classes held has been overwhelmingly positive. Employees appreciate your professional presentation and no sales pressure.
In summary, I must say that the Varrix Program and the excellent presenter, George Wheeler Jr. have made this program a great success so far and we at the MTA are greatly pleased with the results.
There are a lot of stockbrokers and other financial firms out there selling their products and want to use isolated seminars to reach their own goals, but there are only few companies that are qualified to make generic presentations geared to the education of employees.
Best regards,Edward J. Myatt
Benefits Department
A Registered Investment Advisor
Securities offered through LPL Financial
Member FINRA/SIPC
LPL Web Site