We invite you to join us for lunch and a workshop presented by CERTIFIED FINANCIAL PLANNER™ Professionals. Is your investment strategy working for you? Here’s a chance to learn what to look for, optimize your investments so that they support your financial freedom, and learn from real-life examples.
This workshop includes information on the following topics:
Friday Sep 27, 2019
11:30 AM - 1:00 PM PDT
Friday September 27th, 2019 @ 11:30 AM-1:00 PM
Free!
alise.kraus@merceradvisors.com
Send Email