Educational Luncheon "What Makes us Unique?"

  • Details

  • 4/17/18
  • 12 - 1 p.m.
  • Free
  • All Ages
  • Categories

  • Business/Networking
  • Educational

Event Description

This event will allow our practice, Larry K. Fox & Associates, to introduce what makes our financial planning process unique, and why our value proposition brought us to the I-380 Corridor.

We will highlight the 7 key areas of financial planning that we like to refer to as “The Magnificent 7.” Our conversation will expand upon our unique approach and how we aim to dive deeper with our clients, providing them a truly comprehensive experience that guides towards more confidence for their financial futures.

In addition to introducing you to our practice, we have a special presentation from Mr. Chris Winand, Regional Vice President of Invesco, called “Social Security in Nine Questions”.

Please join us for a complimentary lunch and educational experience. To RSVP for yourself and up to 3 guests, contact Carly Pagel at or 319-200-2520. We look forward to seeing you!

This is an informational event. There is no cost or obligation.