Lunch & Learn: Maximizing Your Financial Plan

Date: Tuesday, November 19, 2019
Time: 11:30am – 1:30pm
Instructor: Frank Oliver, Oliver Asset Management
Location: LAR, 420 Kimbark St., Longmont
CE Credit: None
Cost: Free, includes lunch!

The foundation for Financial Education Presents a financial education workshop hosted by Oliver Asset Management.  The focus of this workshop will be Maximizing Your Financial Plan, and the following topics will be discussed.

  • Macro Manager
  • Financial planner
  • Common financial myths
  • The rules of the game are changing
  • Exit strategies
  • Where do we go from here?