Fall Lunch & Learn
September 29 @ 11:30 AM - 1:00 PM
Join us for a Fall Lunch and Learn where we will talk about the “Important Things Investors Need to Know”
We will break down Our Financial Planning Sequence, Discuss the Case for Professional Portfolio Management and talk about How to Avoid Probate and Asset Protection Strategies in Estate Planning.
We are eager to continue to educate you, our clients, and to treat you to a delicious luncheon.
Location:
Trillium Banquet Center
6415 State StreetÂ
Saginaw, MI 48603
Sign up below to let us know that you are able to attend, or call (989) 401-2949 to RSVP.
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