Financial Planning doesn't have to be scary. Hear down to earth financial advice for every income level.
Topics will include:
- Money management advice
- Tips for common money issues for families
- How to get out of debt and preparing for retirement.
Our financial workshop is an informative presentation about the financial world today, investing concepts and fundamentals, and opportunities available in the industry and with our firm.
Please join us for this special event. The seminar will be delivered by our Senior Associate Phil Welch. Phil joined the team in 2016 to lead the company’s expansion into the Prattville/Montgomery AL area.
Please RSVP no later than 12PM June 24th, 2019
We encourage you to bring your spouse, significant other, or guests, but please include them in your RSVP.
Business Casual attire is requested.
Refreshments will be served.