Client Appreciation Nights
|
- why 97% of people do not achieve a reasonable financial goal for their retirement
- the difference between financial independence and financial security
- what risks in life most people do not consider, but can happen to you
- what insurance has to do with financial planning
- what business owners need to know to grow their business and increase their business asset value.
At our workshop held in September 2011, some of the participants said --
"If [people] haven't thought about the information from this presentation, they need to." AC
"It was interesting and well presented and expanded on stuff I don't know." GE
At our workshop held in June 2011, some of the participants said --
"It's rare to say I've been to a financial planning event which was actually entertaining as well as informative. So many of these are very dry and full of numbers, graphs and pie charts - this one wasn't at all! It's always good to be reminded about what can be done to achieve our goals in life. I certainly recommend it to anyone who hasn't attended yet." DN
"Thanks for such a fantastic presentation. It was beyond informative and entertaining to boot! Loved every minute of it." SL
"Thanks Tudor, I walked away with a couple of golden nuggets." SJ
At our first workshop held in March 2011, some of the participants said --
“The presenter was brilliant, able to make financial planning sound like fun and best of all understandable… You all should go as it is very worthwhile, at the very least an entertaining night. Not often you can say that about financial planning.” RH
“I took my daughter & her partner, this was their first financial planning seminar and they were very impressed. It gave us lots to think about and consider our financial futures! I would highly recommend the next one, even if you think you have your finances sorted, there were several things brought to my attention that I hadn't considered before!” KA



