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Wednesday, March 19th Lunch-and-Learn Seminar

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Join us for a lunch-and-learn seminar presenting our:"Market Outlook 2014: The Investor's Almanac".
What Day? Wednesday, March 19th
What Time? 11:30am - 1:00pm
Where? Brio Tuscan Grille
(at Crabtree Mall)
Listen to our ad below!


Your local retirement geeks are uber passionate and hyper-focused on seeking to make sure your financial future is a success. 

Find out just how passionate and caring the retirement geeks are and how wicked smart they are at a free lunch seminar at Brio Tuscan Grille at Crabtree Mall Wednesday March 19th. 

Fill out the form on this page or call 919-881-2850 to sign up. 

Bring a friend and “get geeked” about seeking to protect and grow your money—this is not boring, eyes glazing over, mumbo jumbo…these are the steps to move toward being financially fit and free…and financial freedom comes with planning—don’t you want a local, unbiased and independent retirement geek financial planner who works just for you? 

Meet chief retirement geek Jon Dewar and his team of advisors and CERTIFIED FINANCIAL PLANNER™ certificants, to discuss wicked smart state-of-the art financial planning.

Seats are limited for the fun and free March 19th lunch-and-learn at Brio Tuscan Grille at Crabtree Mall, so fill out the form or call Jon Dewar at 919-881-2850 to reserve your space.


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