Join us for the TAN Education meeting via Zoom on Thursday, March 4, 2021 from 3:30-4:30pm MST.  The moderator is Anne deLain W. Clark.  Jim Byrd, Keith Padilla & Roxanna Shapouri will be the panelists for "Financial Planning – Evaluating an Advisor, Understanding Insurance and The Cost of NOT Investing".

How to evaluate a potential advisor, understanding adequate insurance and the cost of

NOT investing - these are fundamental topics to discuss with your financial planner to get the most out of your relationship. Or determine the cost of not having one! Each of these presenters approach the industry of financial planning with a holistic view and an understanding that people are what make the money important.

Guests please have a member register you.

Zoom meeting information will be sent to all registrants a day or two prior to the meeting via email blast. Members, if you are inviting a guest, please forward that info to your guest when you receive it. Thanks!