December - Financial Planning Overview

SME CHAPTER 186

December 2017

Financial Planning Overview – Ameriprise Financial

Cedar Falls, IA

SME’s Cedar Valley Chapter 186 would like to invite you join for a Financial Planning Overview, dinner, and social event with Brian Power with Ameriprise Financial in Cedar Falls, Iowa.

Brian E Power

CFP®, CRPC®, RICP®

Private Wealth Advisor

Power and Associates

Brian has been a Financial Advisor for 30 years, a Certified Financial

Planner, as well as a Retirement Income Certified Professional through

the American College of Financial Services. Brian will discuss a wide

range of topics that you will find informative and entertaining.

With our Confident Retirement® approach, we’ll create a road map to

the future you want. How can I help you retire on your terms?

Take the first step with The 3-Minute Confident Retirement(SM) check:

https://www.ameriprise.com/global/sitelets/confident-retirement-check/default.asp

Date – Thursday, December 7, 2017

Location – Zsavoos, 206 Bradilynn Blvd, Cedar Falls, IA

Agenda

4:30 – 5:00 – Arrive at Zsavoos, Meet/Greet

5:00 – 6:30 – Dinner and Presentation

Click on the below link or paste it into a web browser for directions to the event and dinner location:

https://goo.gl/maps/e7sfyPqNpND2

Dinner Menu

From Menu

Dinner Costs

SME Members – $20

SME Retirees – $10

SME Students – $10

Non-Members – $25

We encourage Spouses, Friends, and Significant Others to attend.

For additional information or questions please e-mail the chapter at:

info@sme186.org

Updated: 30-Nov-2017 | Webmaster

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