We would like to extend an invitation to you to come to our complimentary lunch workshop focusing on creating a sustainable income stream during retirement. This Lunch and Learn will introduce the “Where do I stand?” program.
• Where do I stand? is a low cost flat fee consultative service offered by Bruce Hagan CFP.
• An appraisal of your current financial situation…. Leading to a customized financial roadmap for the future.
• An income gap analysis
• Core/Satellite portfolio strategy
Enjoy an extensive buffet at the newly renovated University Center Club, 6th Floor, at Doak Campbell Stadium (see map).
Date: Wednesday, August 30th
Time: 11:45 A.M.- 1:00 P.M.
Free parking: have your parking ticket validated at front desk
This presentation is educational, describes the financial planning process and there is no discussion of investment products nor any future obligations.
Call Laurie Manno 850-386-1112 or email firstname.lastname@example.org to reserve your spot; attendance is limited to 12 people.