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Digital Referral Dinner

February 23 @ 6:30 pm - 7:30 pm

With the sudden change to our normal event schedule, we realized we did not provide you with a good, comfortable way to introduce our firm to people you feel could benefit from our services. Because we can no longer meet your loved ones in the traditional way and much to Janice’s dismay (and 5 million Zoom bloopers later), Janice has finally realized she has to jump into the 21st century we are adapting by introducing our first-ever Digital Referral Dinner.
You are probably wondering “How will that work? What does she want me to do? How is she going to serve dinner through the computer?” And we are wondering the same things, but we think it might go something like this…
• Call our office or use the link to RSVP for yourself and a friend (or a couple)
• Decide if you will gather together (in a small group) or if you will logon from separate computers and locations
• We will provide restaurant and menu options in your area(s)
• We will provide the link to log-in the digital dinner
• Between 530-545pm on Tuesday, February 23rd dinner will be delivered to you and your guest (at previously discussed locations)
• Just before 630pm you and your guest log-in to the meeting and listen to an educational seminar presented by Janice while enjoying dinner on us
It is our pleasure to walk with you on your financial journey and trusting us to serve your family and friends is the highest compliment we can receive. We appreciate your continued support and look forward to what this year holds.


February 23
6:30 pm - 7:30 pm