Loading Events

« All Events

  • This event has passed.

2018 TAKE ACTION!

April 17 @ 6:00 pm - 7:30 pm

Free

“Strategies For Your Life and Wealth”

Hosted By: Feliciano Financial Group

Guest Speaker: Jeff Feliciano, CFP, CLU, ChFC

RSVP Deadline: April 17, 2018

Please join us for an educational forum addressing the following important topics:

  • Asset Allocation and Modern Portfolio Theory
  • Financial Blunders: Lessons We Never Learn
  • Curbing Market Volatility
  • What to do NOW regarding the Trump Tax Cuts
  • Investment Concerns in a Fragile Market
  • Exploring Issues of Extended HealthCare
  • Distributions of Estate, Wills, and Trusts
  • Getting Your Financial House In Order- The Importance of Having a Financial Blueprint

 

Be sure to RSVP for each Event or Workshop either by by phone at (903) 526-1918 or use the RSVP form provided (preferred method)!

Details

Date:
April 17
Time:
6:00 pm - 7:30 pm
Cost:
Free

Organizer

Feliciano Financial Group
Phone:
903-533-8585

Venue

Hollytree Country Club
6700 Hollytree Dr
Tyler, TX 75705 United States
+ Google Map
Phone:
(903) 581-4952
Website:
http://hollytreecc.com/

Be sure to RSVP for each Event or Workshop either by by phone at (903) 526-1918 or use the RSVP form provided (preferred method)!