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MARCH Monthly Membership Luncheon: Glidepathing: Getting Your Financial House In Order

Tue, Mar 14

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The Carlisle Naples

Presented by Anne Hagen, CFP

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MARCH Monthly Membership Luncheon: Glidepathing: Getting Your Financial House In Order
MARCH Monthly Membership Luncheon: Glidepathing: Getting Your Financial House In Order

Time & Location

Mar 14, 2023, 11:30 AM – 1:00 PM

The Carlisle Naples, 6945 Carlisle Ct, Naples, FL 34109, USA

Guests

About the event

Glidepathing: Getting Your Financial House In Order

Presented by Anne Hagen, CFP

On March 14th, Anne will present a board game she has developed - a fun method for beginning a dialogue with your family and financial advisor.

Anne is a Certified Financial Planner with over 26 years of experience as a financial advisor. In her practice, she is dedicated to maintaining lasting relationships as clients move through life's milestones.

RSVP INFO

Each member is expected to make an on-line reservation for attendance prior to each month’s meeting. Reservations will close at 11:59pm on the Thursday before any given meeting.

Tickets

  • 2023 Member Admission

    Annual NIC Membership is from calendar year of January 1st through December 31st. Annual dues are $75 and payable by January 15th. Individuals joining after June 30th will be charged a reduced membership fee along with the follow year’s membership dues of $115. Individuals joining after October 31st will be charged a reduced membership fee of $100.

    $0.00

    Sale ended
  • Guest Admission -

    No member privileges are offered to Visiting Guests.

    $15.00

    +$0.38 ticket service fee

    Sale ended

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