My Money is Going Where?

Family Focus Conversations - “My Money is Going Where?”

Join Tom Roberts, CFP^® and Deborah Roser, Esquire for a complimentary, straight-talk workshop, “My Money is Going Where?”.  This workshop will be held at Good Earth Natural Foods located at 8140 Main Street, Lakewood Ranch on Tuesday, December 28 from 6:30 PM to 8:00 PM.  RSVP to info@roserlawllc.com or 941.400.8293.

The workshop will cover the value of financial and estate planning, how to choose good advisors and keeping your plan up to date.

Tom Roberts, CFP^® provides complete financial and retirement planning, investment management and budgeting for individuals and families needing.  He has offices in Sarasota and Lakewood Ranch.  For information, call 941.927.9590 or visit www.ANewApproachFP.com.

Deborah Roser is an estate planning attorney providing solutions to each client’s unique situation in the Bradenton and Sarasota metropolitan area.  More information at 941.400.8293 or by visiting www.YourPeaceofMindPlanning.com.