How To Protect Your Assets

Join Mark Sumner as he teaches you what you need to know before choosing an investment advisor and how to protect your assets from the next Bernie Madoff? The program will be held at South Iredell Senior Center on Wed., July 31at 12:30 p.m. Guest speaker, Kristene Monroe with Smooth Transitions will also discuss downgrading and moving for seniors. A light lunch will be included. To attend, please RSVP with $1 to South Iredell Senior Center by Fri., July 26. This program is for educational purposes only and is the second of six seminar sessions that will be offered on managing your finances, sponsored by Sumner Wealth Management, Inc. You may attend any of the sessions that are of interest to you. Watch for announcements on the programs yet to come!

How To Protect Your Assets

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Date and Time

Wednesday Jul 31, 2013
12:30 PM - 1:30 PM EDT

July 31, 2013 @ 12:30 p.m.

Location

south iredell senior center

Fees/Admission

$1

Contact Information

704-662-3337

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