Allen & Co. News

Fall Dates and Topics Set for The Women & Wealth Series.

7/12/2010

Allen & Company has set the fall dates and topics for The Women & Wealth Series.

September 14th

November 9th

January 11th

March 8th

The first featured topic of the fall series will be Gotta Have a Plan. Additional topics will include: To Have and to Hold; Losing a Spouse thru Divorce or Death, Cash Flow is King; Building a Retirement Income, Trading Places; When You Become the Parent to Your Mom & Dad.

The Women & Wealth Series is hosted by Allen & Companys Laura Hawley, CFP and features guest speakers throughout the series as co-host. Each edition is offered at no cost, but reservations are required. The Lakeland Yacht Club is home to the series and each edition features the topic of discussion with a reception following the Q&A portion beginning at 5:30 pm.

For more information or to secure your reservation call 863-616-6026 or email Shannon@Alleninvestments.com.