This Event has expired.
Why Financial Management?
Posted in Education Opportunity/Seminar
Date:
10/25/2017
Time:
10:30am - 1:00pm
Location:
Main Office
405 5th Street
Ames, IA 50010
(map)
Presented by Don Rahn, CFP®, Senior Wealth Management Advisor
At First Point, we specialize in helping you prepare for the unexpected and develop a financial road map for reaching your goals. If you've thought about any of the following situations, our experts are here to help.
- Time is important; your life would be easier if a professional was managing your day-to-day finances.
- You have increasingly been assisting your aging parents with managing their finances, and it's becoming overwhelming.
- If something happens to you unexpectedly, is your spouse prepared to manage the finances?
- A family member recently passed away and you were named executor. You are feeling unsure if you want to serve in that role.
At this seminar, we will discuss:
- Benefits of working with a Financial Manager for financial planning, estate planning and investment expertise.
- Financial Management Services, including: professional investment management, tax coordination, payment of bills and charitable giving coordination of medical reimbursement and transition in living.
- Our Team Approach and Investment Philosophy of the prudent management of your assets.
Please join us for a light lunch and learn more at one of the seminars.
Reservations required RSVP to me at 515.663.3075 or email [email protected].