Lunch and Learns
Lunch & Learn Information:
Presentation last from 11:30 am - 1:30 pm. Out of respect for the Presenter, please remain for full presentation and silence all devices during the workshop. FREE LUNCH from Tim's Kitchen for all who pre-register to attend (no carry outs will be allowed). If you sign up for a Lunch & Learn and fail to show up or cancel two times in a calendar year, you will not be permitted to sign up for any more Lunch and Learns for that year.
DATE: November 19, 2019
TOPIC: Benefits to Downsizing
PRESENTER: Quinn Wright, Financial Adviser with Edward Jones; Danielle Wagner of Waltonwoods; and Kelsey Florek, President of Caring Transitions of South Oakland County
DESCRIPTION: You are invited for a discussion on downsizing - how to plan financially, when it might be time to consider, and tips on how to do it.
REGISTER BY: Nov. 14
DATE: December 3, 2019
TOPIC: The Truth About Annuities!
PRESENTER: Nate Lawson Financial Service Representative
DESCRIPTION: Confused by Annuities? You are not alone! Come and learn more at this FREE event, hosted by top financial adviser and national Annuity trainer, Nate Lawson. This educational event will cover the basics of Annuities and reveal the latest strategies.
Learn the annuity sales pitches and "scare tactics" to look out for.
What are the 3 main types of annuities and who are they designed to be used?
Why do annuities have a bad reputation?
What are the fees charged for annuities and where do you find them?
What is your financial adviser not telling you?