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Brunch & Learn: “Keeping Your Financial Plan Fresh”

May 18 @ 10:30 am - 12:00 pm

Wouldn’t financial planning be more fun with chicken and waffles?

Whether you are new to financial planning or already have a plan in place, we’re here to help you think ahead about aging and care changes that may influence your strategy – while sipping mockmosas, of course!

Chat with ELET attorney and host Bailey Schiermeyer about the connections between your legal and financial plan, and gain insights from special guest Kevin Denning, Financial Advisor. Kevin will share information from “Foundations of Investing”:

Building your investment IQ starts with understanding the basics.  Whether you are new to investing or need a refresher, this presentation will discuss the importance of developing a strategy, the impact of asses allocation and the influence of inflation on your long-term goals.

Free food and good company with a side of legal and financial guidance:  what better way to spend the morning?

Brunch & Learn is a FREE event for ELET clients.  We hope you will join us for this fun and informative gathering!

Details

Date:
May 18
Time:
10:30 am - 12:00 pm

Organizer

Malinda Joshi
Phone:
865-444-5002
Email:
malinda@elderlawetn.com
Website:
https://www.elderlawetn.com/about/staff/malinda-joshi/

Venue

Elder Law of East Tennessee
903 N. Hall of Fame Dr.
Knoxville, TN 37917 United States
+ Google Map
Phone:
865-951-2410
Website:
www.elderlawetn.com