Throughout the year we hold introductory dinner workshops that are a great opportunity to introduce someone that you care about to our firm. We will be hosting workshops in April and May and would love if you brought a guest or couple that could benefit from hearing about what our firm does, as well as enjoy a delicious dinner at Fleming's on us!
In order to attend you must bring a guest who is within 10 years of retirement or already retired, who has prepared well for retirement like you have, and who is open to exploring an advisory relationship in retirement. At the event we will place you and your guests at your own table with a complimentary bottle of wine. Ken and Alex will give a presentation on what our firm does, followed by dinner on us! There will be others in attendance at the event making this a comfortable and informative way for someone you care about to learn about LifePlan Group!
We have wrapped up our dinner workshops for 2022 and will be back in February of 2023. Those dates will be annouced in our December newsletter. If you would like to introduce us to someone prior to February 2023, you can fill out the form below and Allison will reach out to figure out the best way to facilitate that meeting!