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Tue, Mar 14

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The Carlisle Naples

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

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

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.

Reservation requests made after this deadline must be made to the Membership Committee Chairperson via email, which may be done through the Naples Interagency Council website (www.naplesinteragency.com). Requests will be honored providing seating is available.

Any member who arrives without a reservation, space permitted, shall be charged a fee of $15 (crasher fee)

Cancellation/No Show Policy

If a registered member discovers they are unable to attend the meeting, that member is required to email the Membership Committee Chairperson explaining the reason for cancellation. That member maybe subject to a $15 late notification fee pending Board review. Registered members that fail to attend the monthly membership meeting will be charged the $15 no show fee.

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 service fee
    Sale ended

Total

$0.00

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