Your Financial Portfolio - ?Bringing it all Together.?

Join Mark Sumner for an in depth look at what pieces might be missing from your financial portfolio. The basic review will include: Estate Planning, Financial Advisor, Investments, Annuities, and Legacy Planning. The workshop will be held on Fri., Nov. 22 at South Iredell Senior Center at 11 a.m. A light lunch will be included. To attend, please RSVP with $1 to South Iredell Senior Center by Fri., Nov. 15. No registration by phone. The information is for educational purposes and is the last of a six seminar session that has been offered on managing your finances, sponsored by Sumner Wealth Management, Inc.