Seminars

American Funds Outlook - a Long Term Perspective on Markets and Economies

American Funds Outlook - a Long Term Perspective on Markets and Economies

I’m excited to invite you to a dinner seminar with Independent Wealth Connections and Capital Group, home of American Funds, to explore investing topics and ideas in today’s market.

Our featured speaker, Carl Platou, Senior Vice President, will address a number of interesting topics, including market volatility and the American Funds’ research process, which I think you’ll find helpful as we work together on reaching your financial goals. There will be ample time for your questions as well.

I hope you’ll be able to join me.

Tuesday October 22nd at 6:00 pm

Address: Darcy's Restaurant 10512 E Sprague Ave, Spokane Valley, WA 99206

RSVP to Sally Naporlee at 509-931-1088

Sincerely,

 

Donald F. Morgan

Financial Consultant

 

Investors should carefully consider investment objectives, risks, charges and expenses. This and other important information is contained in the fund prospectuses and summary prospectuses, which can be obtained from a financial professional and should be read carefully before investing.

 

Securities offered through American Funds Distributors, Inc.

 

© 2018 Capital Group. All rights reserved.

MRR 1-889468

 

When: Tuesday, October 22, 2019 - 6:00 PM
Where: Darcy's Restaurant 10512 E Sprague Ave, Spokane Valley, WA 99206
Host: DONALD MORGAN
Phone: 5099311088
 

UNDERSTAND YOUR MEDICARE OPTIONS

" During this interactive workshop you will learn:

 

  • The two basic options
  • What they cost
  • Are you eligible?
  • How to enroll
  • And much more

Date:  October 24, 2019

Time:  Noon – 1:00 pm

Location:  Independent Wealth Connections – 2610 North Pines Road, Spokane Valley, WA

This presentation is for people new to Medicare as well as people already enrolled and curious about the open enrollment period.

Contact us today to reserve seats for yourself and any guests you may like to bring.

 

To rsvp call Sally at (509) 931-1088.

 

We hope to see you there,

 

Dick Branch, CFP®
Senior Vice President
Independent Wealth Connections
(509) 931-1088
2610 N Pines Rd
Spokane, Washington 99206 

When: Thursday, October 24, 2019 - Noon
Where: Independent Wealth Connections
(509) 931-1088
2610 N Pines Rd
Spokane, Washington 99206
Host: Dick Branch
Phone: 5099311088
Directions: I-90 Pines Rd exit go Northbound on the east side between Indiana and Grace.
 

Understanding Social Security

During this interactive workshop you will learn:

 

  • Common challenges among retirees
  • The Status of Social Security
  • Filing ages
  • Benefit amounts
  • Rules for those who continue to work
  • Spousal, divorced and survivor benefits
  • And much more

Date:  October 29, 2019

Time:  Noon – 1:00 pm

Location:  Independent Wealth Connections – 2610 North Pines Road, Spokane Valley, WA

Decisions on Social Security are some of the biggest and most important that people have to make when it comes to retirement. Attend to get valuable information to help in that decision making process.

Contact us today to reserve seats for yourself and any guests you may like to bring.

 

To RSVP call Sally at (509) 931-1088.

When: Tuesday, October 29, 2019 - Noon
Where: Independent Wealth Connections
(509) 931-1088
2610 N Pines Rd
Spokane, Washington 99206
Host: Dick Branch
Phone: 5099311088
Directions: I-90 Pines Rd exit go Northbound on the east side between Indiana and Grace.