Broker Check
28 June
Lunch & Learn with Legacy Wealth at Sedona Taphouse Friday, June 28th!


Our next Lunch and Learn is just around the corner!! Join us on Friday, June 28th,11:45 AM - 1:30 PM at Sedona Taphouse.

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!

The topic for our June Lunch & Learn will be all about the process of Estate Planning!

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

Please let us know if you have any questions. (859) 296-1200.

Looking forward to seeing you Friday, June 28th at Sedona Taphouse!

Warm Regards,

John D. Davis, CEO/Founder/Wealth Advisor

Josh Dunn, Wealth Advisor

*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.

Date and Time

Fri, Jun 28, 2024

11:45a - 1:30p EST


Sedona Taphouse

3600 Palomar Centre Drive
Lexington, KY 40513


Parking is on site.

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