We are excited to have another Charisma gathering featuring Phillip Allen, CEO of Common Sense Retirement Planning, as our speaker. Mr. Allen sees a growing problem with individuals outliving their retirement savings. Many live in quiet desperation due to poor planning. He gains great satisfaction when able to find financial solutions for these wonderful clients.During our time together, Mr. Allen will share some helpful tips tailored to our age group, why it is important to have financial goals, and the value of giving. There will also be a question and answer time after his presentation.
Coffee and donuts will be served so be sure to mark your calendar, grab a friend, and join us on Tuesday, July 29, 2026 from 6 to 7:30 pm. We can't wait to see you there!