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Posted: Tuesday, March 28, 2017 3:07 PM


Ladies Day Luncheon
Wednesday, April 19, 2017 from 12:00 PM to 1:30 PM
Real Money Answers for Women
Please arrive by 11:45 a.m.

You'll enjoy this open conversational forum! We will discuss...
Behavioral Finance
~The 3 types of money (Own assets correctly to maximize net return)
~How you may profit from understanding how people spend money
~Learn how personal and industry bias may lead to poor financial decisions
~Focus on the outcome you want not the method

Jim will discuss scenarios in which intelligent people make financial decisions not in their own best interest and why. Please bring plenty of questions (and some friends, if you would like). Let's have a fun afternoon!

There will be approximately 30 minutes of information and 30 minutes of Q&A prior to lunch being served. No worries if you must leave prior to the end of Q&A we will be happy to box your lunch for you. Absolutely no solicitation or obligation at this event. ~ ph.763/657-1828

J Alan is a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions to help reach them by our providing sound financial information.
*Jim Bear is an Investment Advisor Representative. Investment Advisory Services offered through Global Financial Private Capital, LLC, an SEC Registered Investment Adviser .

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