Join Us for Lunch 6/16 with Special Guest Speaker

A&I Financial Services > Periscope Newsletter > Join Us for Lunch 6/16 with Special Guest Speaker

Young folks are most impressionable about money, so we are inviting parents who have children around age 30 or younger to hear industry expert John A. Warnick speak about financial literacy within families. He is a sought-after speaker for estate attorneys, CFPs, CPAs, and other financial professionals and is one of America’s most respected experts on these issues. As a personal friend of ours, John is excited to talk with you, some of our favorite clients. We also encourage you to bring a friend who is in a situation similar to yours.

We’ll look at your parenting bucket list, writing a road map for our children, and four things to teach our children or “emerging adults.” We’ll hear real-world, heart-warming, practical, and applicable stories. You will enjoy fun and meaningful activities. You will receive advice to ensure that what means most to you gets transferred to your children…and their children too.

I am sure you will enjoy this presentation and will benefit greatly; John A. Warnick is one of my favorite speakers.

John A. Warnick:
How do we teach our children about money?

Tuesday, June 16, 2015

11:30 a.m. to 1:00 p.m.

Meridian Golf Club
Centennial Room
9742 S. Meridian Blvd.
Englewood, CO 80112

This event is free and we encourage you to bring a friend.
Lunch will be provided.

RSVP by e-mail to

or call 303-690-5070 by Wednesday, June 10, 2015.
Space is limited!

About the author

Karl Frank, Certified Financial Planner ®, MSF, MBA, MA, is the President of A&I Financial Services LLC, a local business that specializes in wealth management, insurance planning, and retirement planning. Karl cares for business owners and the businesses that care for them. Learn More about Karl.

Leave a Reply