If you are retired, or planning to retire, don't miss this educational workshop with More Investment Services.
This Lunch N Learn is not just another financial seminar. The afternoon's topics will include:
Lunch will be provided for attendees and their guests!
- Learn about real estate, private equity, and reducing volatility
- Learn to increase and maintain your retirement income
- Learn strategies designed to help you mitigate risk while maintaining returning potential
- Learn about tax reduction strategies
- Learn options for your IRAs, CDs, 401k, 403b, TSAs
- Learn the pitfalls associated with annuities
Patrick Morehead and More Investment Services has been working with individuals and businesses in the area for several years. Our goal is to put more money into our clients pockets not Wall Streets. Patrick has extensive personal and professional experience in the financial services area as well as business development. We are dedicated to evolving lasting relationships with all our clients. We believe in helping you assess your financial goals and participate in the management of your finances.
One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized program that we can provide is a lighted pathway to working toward a sound financial future. We’re looking forward to using our expertise to help you possibly achieve your financial goals.