Tuesday Jul 21, 2015 5:30 PM - Tuesday Jul 21, 2015 8:00 PM | $25.00 |
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Event
Client Mixer and Special Guest Presentation
Please join us in welcoming guest speaker Helen Von Dolteren-Fournier for a special presentation, "Building, Preserving, and Passing Wealth Through Self-Directed IRAs." Helen is a Certified Financial Planner and Attorney currently providing legal services for AEGIS Financial Advisors. Her tips will help you tap into the power of your self-directed IRA to ensure your dream of retirement is within reach.
Registration 5:30 6:00 pm
Networking 5:30 7:00 pm
Presentation 7:00 8:00 pm
We will have hors d'oeuvres and a cash bar at 310 Lakeside in Downtown Orlando. Parking is complimentary after 5 pm. For clients and guest of clients, including spouses who do not have their own accounts, this event is free of charge. However, we ask that any guest not associated with a client pay $25 .
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Location310 Lakeside (View)
310 Pine Street
Orlando, FL 32801
United States
Categories
Kid Friendly: No |
Dog Friendly: No |
Non-Smoking: Yes! |
Wheelchair Accessible: Yes! |
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Contact
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