24
March
Key Elements of Your Financial Plan- Primi Steakhouse West Islip 3/24
Description
This event is for NEW ATTENDEES ONLY. We need to verify your ID against the information your provide when you register, so please have that available. Please initiate your registration on line. Only 1 guest per registrant. You will receive a phone call to complete the registration process.
If you have any questions, please email j.bonanno@lpl.com.
The event is on the second floor and there is no elevator. Attendees must be able to climb a flight of stairs.
This seminar reviews items such as:
If you have any questions, please email j.bonanno@lpl.com.
The event is on the second floor and there is no elevator. Attendees must be able to climb a flight of stairs.
This seminar reviews items such as:
- The FDM Wealth consultative process
- The current state of the market/economy
- Working with an independent financial planner
- Working with a CERTIFIED FINANCIAL PLANNERtm
Date and Time
Tue, Mar 24, 2020
6:00p - 8:00p EST
Location
Primi Italian Steakhouse
999 Montauk Highway
West Islip,
NY
11795
Note
Just east of Sagtikos Parkway on Montauk Highway