Seminars Information

A great financial plan begins with understanding your options--Knowledge provides the foundation for building the best solution for you!

At this event, you will learn how to:

  • Preserve and grow your circle of wealth
  • Low CD Rates: Low yield CD's (and taxed as earned) often do not outpace inflation. Learn how to get a better guaranteed return without sacrificing safety.
  • Protect your assets from the high costs of long term care
  • Avoid the effects of low interest rates and poor stock market returns
  • Make smarter decisions with your 401k rollover
  • Minimize or possibly eliminate tax on social security income
  • Help protect your wealth, estate, and your legacy in today's economy

Due to the popularity of these dinner events, reservations are on a first-call basis and seating is limited.

To ensure seating, call us for reservations. There is no cost or obligation, but reservations are required.

THANK YOU! Grand Cru Restaurant

2600 S Providence Rd,
Columbia, MO 65203

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