Diamond State Financial Group will host an informal “meet and greet” happy hour at Firebirds on Tuesday, November 19th from 5-7pm for DANA members. Since this will be a happy hour and not a dinner, there will be no formal agenda – come socialize with your colleagues! Andrew Baker and Matthew Evans will be available to answer questions anyone may have on areas of financial planning. They will have some marketing materials at the event on a few specific topic areas: discounted disability insurance programs, retirement preparation, and tax planning to name a few!
Limited space and will be available on first come, first serve basis.
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