Best of the Board
401k? 403b? 529? Roth or SIMPLE IRA? Annuity? Training on Financial & Retirement Planning
- Item Number
- BB05
- Estimated Value
- 50 USD
- Buy Now Price
- 50 USD
- Quantity Available
- 0
- Sold
- 0
Item Description
Financial, Retirement and Estate Planning 90 minute Dinner Workshop
June 17, 6:00 to 7:30 PM; 1414 Raleigh Road, Suite 420, Chapel Hill, NC 27517
$50 per person (See below for couples rate.) Limited to first 10 people who Buy Now
How are you going to pay for your children's college? And can you be planning your retirement while saving for your children's college? In this no-pressure, no-commitment 90-minute small group training , Gene Jester (president of the Jester Group at Baird Financial) will introduce you to the core principles of financial, retirement and estate planning. Conducted in a small, intimate setting over dinner at his Chapel Hill offices, there will be plenty of time to ask Gene questions. Note: For regulatory reasons, Gene in this training will be unable to provide personalized advice. You will be free to follow up with him after the training, but under no obligation to do so.
About Gene: Gene knows a number of individuals in the Emerson Waldorf School community and is a big fan of EWS! After graduating from Divinity School and his first career as a parish minister, Gene 30 years ago shifted course to become a financial planner. He says that his two careers have far more in common than you might think. Gene holds designations as a Certified Financial Planner (CFP), Chartered Retirement Plans Specialist (CRPS), Certified Private Wealth Advisor (CPWA)
Item Special Note
$50 per person, $75 per couple. Due to system limitations, the couples rate will be manually adjusted after purchase. Please buy 2 at the regular rate and the price will be adjusted when we confirm the sale. Questions, contact gala@emersonwaldorf.org.
Emerson Waldorf School stores data...
Your support matters, so Emerson Waldorf School would like to use your information to keep in touch about things that may matter to you. If you choose to hear from Emerson Waldorf School, we may contact you in the future about our ongoing efforts.
Your privacy is important to us, so Emerson Waldorf School will keep your personal data secure and Emerson Waldorf School will not use it for marketing communications which you have not agreed to receive. At any time, you may withdraw consent by emailing Privacy@frontstream.com or by contacting our Privacy Officer. Please see our Privacy Policy found here PrivacyPolicy.