Introducing Coffee & Kringle with Justin! Come for the goodies, stay for the content!

We’re pleased to announce a sweet new opportunity to expand your knowledge and interest areas with our Coffee & Kringle with Justin series of events! To better accommodate hectic work-week schedules and avoid after-hours driving, Justin will host five Saturday morning sessions at our office. Plan on enjoying engaging content, kringle and camaraderie for one or all of them!

Sessions will begin at 10 a.m. and be 90 minutes long, including 60 minutes of interactive presentation and discussion followed by 30 minutes of Q&A time.  There is no cost and advance registration is required so we can plan appropriately. Visitors and guests are encouraged to attend. Clients need not be present so if you have a friend, colleague, neighbor or someone who would find the topic(s) of interest, please share the information with them. We love to meet new people!

Our sessions are designed to encourage discussion among a small group (maximum 15 attendees). Sessions with fewer than 10 attendees will be rescheduled.

Check out our tasty menu of topics below!

March 14: Understanding Your Social Security Benefit – REGISTRATION OPEN!

April 18: Building Your Investment Portfolio – REGISTRATION OPEN!

May 16: Creating Your Estate Plan (new content!) – REGISTRATION OPEN!

September 19: Decoding the Tax Code (new content!) – REGISTRATION OPEN!

October 17: Making Sense of your Retirement Distributions – REGISTRATION OPEN!

Recommended Posts