Come to the Community Room at Kaldi’s in Chesterfield, MO with your financial planning and life and disability insurance questions and enjoy a cup of coffee with CERTIFIED FINANCIAL PLANNER™ professional Michele Clark and David Walsh Investment Advisor Representative.
There is no prepared presentation, just a casual conversation in a small group environment; your opportunity to pick our brains. Feel free to invite family or friends who could benefit from an hour with us. Open to registered attendees only, due to the size of the room. RSVP at our website Clark Hourly Financial Planning and Investment Management RSVP or call 636-264-0732.
During tax season, Jan will be tending to her tax clients so I will be inviting a variety of other professionals to sit in with me during my coffee events. You may have questions about how features on old cash value life insurance policies work or how to think through how much life insurance you really should have. Or questions about disability insurance when you have a large portion of your income from variable compensation. Or you might have a special needs child or grandchild and need to learn how to provide care for their lifetime.
Or maybe you just really like pastries and coffee. We would love to see you.
Financial Planning and Life and Disability Insurance Questions Answered
Coffee with Michele and Friends
Kaldi’s Coffee Chesterfield, MO
Wednesday, February 8, 2017
10:30 am to 11:30 am
RSVP Information
RSVP at our website Clark Hourly Financial Planning and Investment Management RSVP or call 636-264-0732.