“How To Avoid the 7 Financial Blunders that May Cost You Thousands!”
Join us for a FREE special dinner presentation on the 7 Financial Blunders that can destroy your financial security. Local author, news personality and Certified Financial Planner™ Jacob K. Cooper will teach you how to successfully avoid the 7 Financial Blunders and open a new dimension of wealth.
At this special event, you will discover:
* Why over 80% of Mutual Funds under perform the market and what to do!
* Why your 401(K)/IRA may be a Tax Trap!
* Common Home Equity Myths!
* Why excluding Oil & Gas from your portfolio may be a costly mistake!
* How to avoid Estate Planning Mishaps!
* How you can invest with large institutional investors!
* How an integrated financial strategy can save you thousands in taxes!
Special Guest Speakers
Bruce Soltani, CSA, PE
Douglas Shoemaker, CSA
James C. Morris, Attorney
Keynote Speaker
Jacob K. Cooper, CFP®, CSA, CWPP™, CAPP™