MARCH Monthly Membership Luncheon: Glidepathing: Getting Your Financial House In Order
Tue, Mar 14
|The Carlisle Naples
Presented by Anne Hagen, CFP
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
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No member privileges are offered to Visiting Guests.
$15.00
+$0.38 ticket service fee
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