The Well-Advised Lunch – A 90-min midday break to learn and connect

This is part of a series of talks on important topics related to getting your financial house in order and enjoying life. Each event will include a complementary lunch, a chance to connect with other attendees, and a talk led by a subject matter expert.

Fundamentals of Successful Long-Term Investing:

What You Need to Know to Preserve Your Wealth

Thurs, Oct 27, 2016 11:30 AM – 1:00 PM
14131 Midway Road, 10th Floor
Addison, TX 75001 
Lunch begins at 11:30am
Presentation begins at Noon

Jeff Bolton, along with Dave Turner, CEO of Cascade Financial Management, will lead a conversation on time-tested strategies for navigating today’s challenging markets and moving toward tomorrow’s goals.

Anyone interested is welcome to attend!
Please forward on if you know someone who may benefit from this topic.