Broker Check
26 March
Key Elements of Your Financial Plan- Primi Steakhouse West Islip 3/26

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. You will receive a phone call to complete the registration process.  Only 1 guest per registrant. 

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

Thu, Mar 26, 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

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