SourcePoint offers free 1-hour workshops presented by our Trusted Advisors, local professionals who can assist with your personal and financial planning needs. Workshops are held on Monday evenings at SourcePoint, 800 Cheshire Road, Delaware: Annuities & Financial Planning by Jon Cleary, BCA Group at Morgan Stanley Wealth Management Monday, March 7 6:30?7:30 p.m.
Personal & Financial Planning Worksho...
Date and Time
Monday Mar 7, 2016 6:30 PM - 7:30 PM EST
Monday, March 7 6:30?7:30 p.m.
Location
SourcePoint: Thrive after 55! 800 Cheshire Rd Delaware, Ohio 43015
Reservations are recommended. Please register online at www.MySourcePoint.org or contact Mike Miller at (740) 203-2420 or mike@MySourcePoint.org. Send Email