Be a part of our LIVE studio audience! Join us for an evening of entertainment, light snacks provided by Sugar 2 Salt and lively commentary on the changing world of money and how it will affect you. Topics include: Healthcare, Roth IRAs and Tax Reform. Live music by Miriam Pico and guest speaker, Raymond Minervini. Hosted by Shea Petaja. Presentation by Dennis Prout, CFP®, and Heidi Thompson.
Schedule:
6:00 - 6:30 Registration and light snacks/beverages with music by Miriam Pico
6:30 - 6:45 Raymond Minervini on the history of Kirkbride Hall
6:45 - 8:00 LIVE Recording of Presentation
8:00 - 8:30 Audience Q & A with more music by Miriam Pico
CLIENTS AND THEIR GUESTS ATTEND FOR FREE! PLEASE CALL MEG TO REGISTER 231-947-3992
Dennis Prout: Advisory Services offered through Capital
Asset Advisory Services, LLC, a registered investment advisor. Heidi Thompson:
Securities offered through Geneos Wealth Management, Inc. Member FINRA/SIPC.
Advisory services offered through Capital Asset Advisory Services, LLC, a
Registered Investment Advisor. Prout Financial Design does not offer legal or
tax advice. Please consult the appropriate professional regarding your
individual circumstance.