Hey y’all! I am hosting an educational dinner on Sept 12 at the Perry’s in The Woodlands. We have lots of questions about Long Term Care insurance from our client base so we are bringing in an expert NO SALES PITCHES -you have my word. If you are interested give me a shout
Would love to have you and a guest join me for dinner. No sales pitch just some education about the financial services industry and 2024! Let me know if you can join me! Dinner is on me!
I am guessing that all of you connected folks might know some people looking for a job in the financial planning world. Let me know. Happy Thanksgiving!
NIA Cypress! Save the date! November 2nd. I am hosting an exclusive dinner that you are all invited to at Perry's Steakhouse in Katy. I am going to miss the meeting next week so I wanted to get this out to you all!
Tehrrek Fitzpatrick, author of "Balls & Strikes: The Rules of the Game Regarding your 401(k)" will be our speaker.
This is a great, no-commitment way to learn about how I help my clients and get an...NIA Cypress! Save the date! November 2nd. I am hosting an exclusive dinner that you are all invited to at Perry's Steakhouse in Katy. I am going to miss the meeting next week so I wanted to get this out to you all!
Tehrrek Fitzpatrick, author of "Balls & Strikes: The Rules of the Game Regarding your 401(k)" will be our speaker.
This is a great, no-commitment way to learn about how I help my clients and get an amazing meal! Feel free to bring your spouse or guest!
Tehrrek will be addressing the current economic climate, the misleading marketing from the financial services industry, and how math and an understanding of the IRS tax code are being used to increase portfolio growth and reduce future taxes.
The dinner is purely educational and complimentary and you have my word there will be no "timeshare sales pitch!" If you are interested, just let me know and I will get you more details!
-Trey
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