Broker Check
25 Aug
6th Annual Fun Financial Planning Seminar

Description

Do you love playing golf and want to avoid the Texas heat? Then join us for our ANNUAL FUN FINANCIAL SEMINAR and Lunch at Maggiano's, on us! For those who want even more fun, we will host Putt Putt @ The Dirdie Birdie after lunch!

Have you ever thought about: 

  • Cash Flow management
  • Planning for retirement
  • Building an investment portfolio
  • Planning for long term care
  • Wealth accumulation
  • Exiting a business
  • Estate planning

If any of these topics have crossed your mind... then this event is for you! 

We will cover all things financial, and send you home thinking about what YOU can do for YOUR financial independence!

Space is limited to 25 ppl, so RSVP/register below for this complimentary financial educational event.

Let’s take the next step toward YOUR financial independence TOGETHER.

2024-178509

Date and Time

Sun, Aug 25, 2024

11:00a - 1:00p CST

Location

Maggiano's Little Italy

10910 Domain Dr
Suite 100
Austin , TX 78758

Note

Putt Putt is at The Dirdie Birdie following lunch

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PT2H

Event Registration

Will you be able to attend this event?