Join Us for Lunch with a Side of Education

Food and finances combine in our new Lunch & Learn series! Join us for lunch during our new educational series designed to help you through two of the most financially impacting moments in life: college and retirement.    

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Join Us for Lunch with a Side of Education

3 Nov 2017

Join Us for Lunch with a Side of Education

Food and finances combine in our new Lunch & Learn series! Join us for lunch during our new educational series designed to help you through two of the most financially impacting moments in life: college and retirement.  

Our first Lunch & Learn, Long-Term College Planning, is April 27th from 11:30 am to 12:30 pm. This free event is built for parents in the very early stages of college planning for their children. Our experts will review the types of investment vehicles available, discuss tax information and help you figure out how much you need to save. A full lunch will be served at no cost. RSVP here to save your seat!

Keep a watchful eye on our Seminars page to stay up-to-date on our free Seminars and Lunch & Learns currently open for registration. Our Lunch & Learns will include three different sessions on college financing and three on retirement planning -- each focusing on different time brackets of planning. Whether you’re just beginning, almost there, or in the middle of it, you’re bound to find a Lunch & Learn to help guide your finances through these major life events.

Do you want to stay in the loop about all of our free educational events? Like our Facebook page or sign up for our Blog digest so you never miss an update! This way, you will have the chance to RSVP to the Seminars and Lunch & Learns that matter to you.

Planning on attending the Long-Term College Financing Seminar? Invite friends or family you think can benefit by sharing our Facebook event with them. 

We look forward to helping you along your financial journey into college or retirement with our Lunch & Learns! Is there a topic you want covered at a Seminar or Lunch & Learn? Let us know in a comment below.

If you're in the early stages of planning your child's college fund, reserve your seat now. Our Lunch & Learns are limited to 50 people, so act now! 

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