October 12, 2024 – Next Great Invest In You Event – October 29th! – Art and Wine – Puppies and Kittens – Conviviality – Aid Animals in Distress – Election is just weeks away – Be sure to vote

More Than Money with Gene Dickison

October 12, 2024 - Next Great Invest In You Event – October 29th! - Art and Wine – Puppies and Kittens – Conviviality – Aid Animals in Distress - Election is just weeks away – Be sure to vote

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Gene and Alyssa answer buckets o’ questions:

• He wants to know if they should be using a Robo-Advisor?
• She asks why we don’t name names when discussing protective investments?
• They want to know if there is a geographical limit to MtM’s accepting clients?  (No!)
• She is 72, retired, and bored!  “No one will hire me”  What should she do? 
• Lots more . . .

Free Second Opinion Meetings

• Meet with a More than Money advisor to review your entire financial picture or simply project your retirement
• Meet with our Social Security partner to plan the best S/S strategy for you
• Meet with our estate planning attorney partner to review your estate plans – if you have any
• Meet with our insurance partner to review your life or long term care coverages
• Discover how to have your 401(k) professionally managed without leaving your company plan

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