Q1 2023 Retirement Outlook & Strategy Luncheon
Join us for our Retirement Outlook & Strategy Luncheon at Capital Grill! This event is designed for retirees considering our services, clients with upcoming annual plan reviews, and client referrals.
For annual review clients, you don't need to RSVP. When it's your review month, we will call you directly to reserve your seat. If you're considering becoming a client or if you're a client who would like to refer a friend, please reserve your seat by emailing email@example.com or calling Grace at (904) 425-0943.
Join the Retirement Team: Eric, Sam, Cindy, and Jake at Capital Grill in the Town Center for a three-course lunch including options like tenderloin steak sandwiches, lemon basil-seared salmon, parmesan and Caesar salads, roasted chicken and risotto, and, of course, your choice of dessert!
We'll discuss the most critical issues for retirees in the economy and market, including new retirement financial product news and steps for clients to prepare for your annual review.
This Month: Thursday, Feb. 16th at 11:30am
Location: Capital Grill, St. John's Town Center
Attendees: Clients with annual reviews, prospective clients, and client referrals
February's Topic: How to take advantage of the current interest rate environment, create a savings and spending plan, and Q1 2023 market and economic outlook & strategic response
If you have any questions, please let us know, and we look forward to seeing you soon at Capital Grill!