Lunch & Learn - Family Financial Guidebook Workshop

Spring is just around the corner, and it's a great time to get your financial house in better order.  We invite you and a friend to a hands-on workshop featuring Cameron Morgan, wealth manager here at A&I Financial Services.

Cameron will help you and a friend get your financial documents organized in a system that's proven and effective for our clients at AIFS. Come to our workshop and leave with a planning binder and an improved understanding of how to keep your critical information organized and accessible.

Do you know:

  • 30% of people do not know where their legal and/or account documents are located.
  • 55% of people who died in the U.S. last year did not have a will.
  • 80% of designated beneficiary forms are either left blank and/or have the wrong/old beneficiary listed.

(www.cwmnw.com/resources/articles)

Tuesday, April 25 at 11:30 a.m.

A&I Financial Services Office
9800 Mt. Pyramid Ct., Suite 450
Englewood, CO 80112

Lunch will be provided.
Friends and colleagues are encouraged to attend.

RSVP by e-mail to sharon@assetsandincome.com or call 303-690-5070.

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