Does the idea of financial planning (college, estate, retirement, 401k plans) seem daunting to you? Know the difference between a traditional IRA and a Roth IRA? How do you manage your budget so that you have "excess funds"? 
Whether you're an individual seeking information on financial planning, or an entrepreneur/small business owner managing your personal finances and those of your company's, Soulier Financial Group will be able to help you reach your financial goals with their experience and unique approaches to what you need. 
This Lunch + Learn will cover the following financial planning topics as pertinent to individuals and entrepreneurs, both of the small business owner and startup worlds: 
1. Saving
2. Investing
3. Protecting
4. Retiring
5. Estate Planning
You'll hear from Jay Lancaster (Registered Representative) & Ryan Soulier (CFP®: Financial Advisor), of Soulier Financial Group.Lunch is provided by Stoke from a local Denton restaurant. Sign up for a ticket & save your spot. 

Schedules

  • Occurs Friday, July 19th, 2019 @ 12:00 pm – 1:00 pm

Venue

Stoke

608 E Hickory St. #128
Denton, TX 76205

Contact

Laci Kettavong