INVITE a friend and JOIN them for dinner on us!
The best compliment you can give us is to refer us.
Our seminar is named “You don’t know, what you don’t know”, because there are a lot of things that people think they know about retirement topics, but they don’t. Many times, they can have the wrong information and I have seen things that would have caused many families major problems. That is where 40 years’ experience helps, I have never claimed to be the smartest guy, but I have been doing this a long time and have a good grasp on things involving retirement.
You can help me and help someone you care about and receive a
$25 gift card to Stone Summit or Bristol restaurants in the process.
• You can help me by inviting another person or couple to come with you and I get a chance to work with someone like you.
• You are helping them by providing them with an opportunity to listen to a seminar on retirement issues and see if they feel comfortable making an appointment to visit with me, with no obligation.
Bring a guest or two to one of the nights and if they like what they hear they can set up an appointment with us. No obligation and I promise to treat them as well as we treated you. If they decide not to make an appointment it is no big deal either, at least you tried and if they learned a couple things, then the night was not a waste.
Call it a night out & go to Bristol’s or Stone Summit and receive a free steak or other meal from us with your guest. We will have your $25 Gift card available for when you check in.
See below mage or click here for a PDF