Financial DNA - Inside Out Financial Planning Workshop Presented by Jeffrey R. Karp, CLU, ChFC, CASL Founder and President of Karp Financial Strategies. Is your investment strategy designed to meet your natural behavioral instincts? Portfolio declines are causing individuals increased anxiety over how to achieve their financial goals and priorities. Attend this powerful and informative presentation on building tailored behavioral portfolios that coincide with your goals.
Date and Time
Thursday May 28, 2009
6:00 PM - 7:30 PM EDT
Thursday, May 28th 6-7:30pm
Location
Workshop will be held at River Run Country Club-Clubhouse, 19125 RIver Falls Drive, Davidson NC 28036
Fees/Admission
No Charge to attend ~ First 10 Registrants Receive a Free Financial DNA Analysis $225. Value. Seating is Limited - Please RSVP by calling 704-658-1929
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Contact Information
704-658-1929
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