2020 Wednesday — Dinner Event

We’ve been investing with Jack for 20 years. His knowledge, wisdom, and skill have allowed us to be ready to step into retirement and not feel like we are stepping backward financially. We wish we had been investing through Jack’s leadership for many more years.

This evening his clients were invited and treated to an elegant dinner and presentation so that all of us could better understand how to handle retirement finances. I’m really glad we were in SoCal and could attend.

The dinner was exquisitely presented and my filet mignon was possibly the best I’ve ever tasted. Jack and his colleagues gave interesting, informative, and helpful advice.

We were very glad we attended.

Rosie (& Mr. Fun), aka Carol