Join us on May 1st at 6:00pm EST for our upcoming seminar, The Value of Income Planning. LPL Financial Advisor Tevin Shackelford, CFP®, will be leading the seminar and exploring the key role income planning plays in your overall retirement preparedness. Throughout the seminar, you can expect to learn:
- How planning can help you pursue your financial goals
- The value of receiving personalized advice
- The MaxWealth Management planning process that is unique to your needs
- And more
Date: May 1st
Arrive: 6:00 PM EST
Presentation Begins: 6:30 PM EST
Location: Licaris - 3123 Leonard St NE, Grand Rapids, MI 49505
A dinner buffet of various pizza and pasta choices will be provided for those who attend. Space is limited, so we encourage you to RSVP as soon as you can. You are allowed to bring up one additional guest with you, which you can indicate when you RSVP. To RSVP, please fill out the form below. If you are unable to use the form below, you can also RSVP here.
