San Francisco, California
London, United Kingdom
Ladies Day Luncheon
Please arrive by 11:45 a.m.
This month we will discuss...
- The 3 types of money (Own assets correctly to maximize net return)
- How you may profit from understanding how people spend money
- Learn how personal and industry bias may lead to poor financial decisions
- Focus on the outcome you want not the method
Jim will discuss scenarios in which intelligent people make financial decisions not in their own best interest and why.
Look forward to a very interesting discussion at this workshop!
THIS fun and informative forum is for:
There will be approximately 30 minutes of information and 30 minutes of Q&A prior to lunch being served. No worries if you must leave prior to the end of Q&A we will be happy to box your lunch for you. You'll enjoy this open conversational forum! Please bring plenty of questions (and some friends, if you would like!) and let's have a fun afternoon! Absolutely no solicitation or obligation at this event.
Jim@InvestmentAdvisorMN.com ~ ph.763/657-1828
Investment advisory services offered through Global Financial Private Capital, LLC.
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Events of J Alan Financial
J Alan is a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions to help reach them by our providing sound financial information.
*Jim Bear is an Investment Advisor Representative. Investment Advisory Services offered through Global Financial Private Capital, LLC, an SEC Registered Investment Adviser .