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Question - Luncheon

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#1 RyanCO



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Posted 11 October 2013 - 01:55 PM

Hi folks, I'm hoping for some feedback.


I'm a financial advisor in Colorado, and I'd like to invite local CPA's to luncheon for a seminar.  My question is about the topic of the seminar.  What topic would interest you enough to attend a free luncheon?  Some ideas:

  • The retirement income planning process
  • Retirement income planning for federal employees
  • Alternative investments
  • The Dave Ramsey approach to investing
  • Retirement income laddering
  • _______________ (Your idea)
  • Nothing, no thanks.

I'd appreciate any input, thanks.