Jan 12, 2019 | 11:00 AM | Saturday
Why should you join us? The Money Counselor and her team are not your typical financial advisors. The most common belief is that advisors tell you all the things that you have to give up in order to invest and grow your money. The mind set that WE operate from is “H
The Money Counselor and her team are not your typical financial advisors. The most common belief is that advisors tell you all the things that you have to give up in order to invest and grow your money. The mind set that WE operate from is “How can we highlight your spending habits so that we can get you more money to enjoy the things that you really love?”
The Money Counselor’s goal for every client is for them to feel empowered and educated when it comes to money. Understanding your retirement options, wealth accumulation strategies, planning for college, debt consolidation, and life insurance plans is the goal. We also promise to have some laughs along the way because money should not be so serious!
And don’t forget, while you are learning, you will be enjoying a complimentary brunch which includes: scrambled eggs, bacon, sausage, and croissants.
For more information about this event:
Lunch N Learn Event Coordinator
Upcoming Events at Oxford Exchange
Riverwalk Dine & Wine Tour
Explore the cuisine of downtown Tampa on a 3.5-hour walking tour. Tour meets at Oxford Exchange for champagne and a VIP tour.
2019 galaRE:, presented by Oxford Exchange
Arts patrons and enthusiasts are invited to experience galaRE:, an exclusive art and cultural evening showcasing the 49th Annual Gasparilla Festival of the Arts' award-winning works, the artists who created them, and the juror who selected them.