Here at Stalwart Financial Planning we are excited to introduce a new offering available at www.StalwartPlanning.com. This new offering is the EVENTS tab. The EVENTS tab will give you information on upcoming financial talks that will be conducted by Isaac R. Allen, CFP®. The events will be called “Chats with Isaac”. The Fireside Chats of Theodore Roosevelt they are not. But if you live in the Fayetteville NC, area, Chats with Isaac will be candid, honest and to the point.
The Chats with Isaac will be small, social gatherings where the topic will be presented and covered at a pace for everyone to enjoy. Isaac will present you with the facts, let you know about the hype and hopefully clue you in so you can identify the fiction. While Isaac is sure to present the facts, you should not be afraid to ask Isaac his opinion. He will give it to you! But, he will be sure to let you know when his opinion is not fact but just his view on the topic.
Here are some of the reasons you might want to attend one of the Chats with Isaac seminars.
- You are interested in the topic being presented – Retirement Planning, College Planning, Social Security Strategies, Bond Strategies and more
- You have questions you would like answered by a Certified Financial Planning Professional
- You would like to learn more about Isaac’s and Stalwart Financial Planning’s investment planning philosophy and approach.
- You are looking for free snacks and drinks – (my attempt at humor, but snacks and soft drinks will be provided)
- You have a friend, work colleague or family member that could benefit from knowing more about the topic and you want to introduce them to Isaac – You should reserve 2 tickets – 1 for you and 1 for them
- You would like to understand more about the benefits of Fee-Only Financial Planning
- The price is just right (FREE)
To be able to attend one of the ‘Chats with Isaac’ you must register for the session by reserving your ticket or tickets. For now, all of the Chats with Isaac will be held in the Suite 200 Conference Room at 4200 Morganton Road, Fayetteville NC.
When looking over the upcoming topics, if you do not see a topic you are interested in there, I suggest you contact us. Once you do so, you should not be surprised to possibly see the topic added the next time you look at the Stalwart Financial Planning EVENTS section.
What are you waiting for? You should reserve your tickets now.
Author
Isaac is a Fee-Only (no products sold) Certified Financial Planner® Practitioner. Isaac founded Stalwart Financial Planning with offices in Fayetteville NC and Durham NC. Isaac provides comprehensive planning and investment management services to individuals from all walks of life. Isaac can be reached by phone at 910-867-8464, or by email (iallen@StalwartPlanning.com). Visit him at Stawart Financial Planning www.StalwartPlanning.com.