For years, both Terry and I have been getting invitations to lunch or dinner from financial planners and have never gone.
Today, we went!
Hey! It was a free lunch at one of our favorite restaurants - Bonefish. You had your choice of steak (which I had), tilipia (which Terry had) and chicken.
The presenter is someone one of our friends uses. Mostly he talked about tailoring products to the client and how he doesn't sell anything (though he did admit that he has an insurance license). He no longer has a stock broker license, he says so there is no conflict.
I've been interviewing financial advisors and may call him just for the hell of it.
After the presentation, we went to Staples for some printer ink. There was a Beall's Outlet right there and, of course, we had to do some shopping. I have enough points for a $5 off coupon - good for our next outing! I had seen some earrings at the killer jewelry store the other day, but had nothing that color - well, now I do, so we went back and I bought the earrings. Terry bought a pair of earrings also. We do love our little shops here!
No comments:
Post a Comment