Free personalized financial advice and estate planning information for Main Street
- How are your investments doing in this crazy market?
- Do you need a will or trust and what’s this thing called probate?
- Do you have concerns about who is managing your money?
If any of these questions apply to you, then maybe you need to be “rescued”!
What The Tour is About
On Thursday, September 29th from 10 a.m. – 3p.m., local professionals are coming together to give back to their communities by providing free personalized money management, investment, and estate planning guidance.
Independent Certified Financial Planner, Jeff Rose, owner of Alliance Wealth Management, LLC and Adam Lawler of Adam B. Lawler Law Firm, LLC will be offering free one on one consultations with the public. Anybody that has questions about their financial or estate situation can take advantage of this opportunity.
Jeff Rose, Certified Financial Planner™ of Alliance Wealth Management, LLC says,
“I feel that those of us in the financial industry have an obligation to help people impacted by this crisis understand why it’s happening and give them some sense as to what they can do about it, on a personal level”.
The event will be held at the law office of Adam B. Lawler Law Firm, LLC in Marion, IL located at:
1600 West Main Street, Marion, IL 62959