Broker Check
08 March
Lunch and Learn with Legacy Wealth at Bronte Bistro!

Description

Embark on a financial knowledge feast during our upcoming lunch event! We're thrilled to introduce a new educational opportunity to add a dash of financial wisdom to your lunch break - our brand-new Lunch and Learns

Lunch and Learns are intimate quarterly sessions designed for you to enjoy a delicious lunch on us, connect with fellow clients, and delve in some financial topics/overviews from our expert wealth advisors, John Davis and Josh Dunn. We'll be unraveling the key challenges that retirees commonly face, sharing insights and strategies to help you navigate these potential pitfalls on your journey to a well-planned retirement! 

Join us on Friday, March 8th,11:45 AM - 1:30 PM at Bronte Bistro. Bronte Bistro is located inside of Joseph-Beth Booksellers. 

Please register to save seats for you and your guest. If you do plan on bringing a guest, please make sure you add them as an additional guest. This helps give us an accurate headcount. Thank you!

Let us know if you have any questions. Looking forward to seeing you on March 8th at Bronte Bistro!


*Securities offered through IFP Securities, LLC, dba Independent Financial Partners (IFP), member FINRA/SIPC. Investment advice offered through IFP Advisors, LLC, dba Independent Financial Partners (IFP), a Registered Investment Advisor. IFP and Legacy Wealth Management are separate entities. The information contained in this message may be CONFIDENTIAL and is for the intended addressee only. Any unauthorized use, dissemination of the information, or copying of this message is prohibited. If you are not the intended addressee, please notify the sender immediately and delete this message.

*This is for educational and informational purposes only and is not research or a recommendation regarding any security or investment strategy.

*Investing involves serious risks and past performance is no guarantee of future performance or success. This is not an offer to buy or sell
securities and nothing contained herein should be interpreted as a recommendation regarding any investment or investment strategy. Before
making any decision to invest, first read the relevant disclosures and important information provided to you.
Investments are NOT FDIC INSURED • MAY LOSE VALUE • NO BANK GUARANTEE 

Date and Time

Fri, Mar 08, 2024

11:45a - 1:30p EST

Location

Bronte Bistro

161 Lexington Green
Lexington, KY 40503

Note

Bronte Bistro is located inside of Joseph-Beth Booksellers. Ample Parking is available on site!

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Event Registration


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