October Seminar

You are cordially invited to our luncheon presentation “Aging and its financial implications: How to live where you want. How you want.” on Thursday, October 26th at 11:30 a.m. at Maggiano’s Little Italy in Plano.

While many people focus on retirement planning to only include the financial implications, there are several contingencies that may put a dent in your plans. Issues such as ailing health, the decline of your social network, or even the ability to get reliable transportation can all affect your mental state and the type of housing you can afford.

In the new face of retirement planning, money is not the only factor. Answer questions like:

  • Should I sell my home and what are my housing options once I do?
  • Who will change my light bulbs?
  • What are the myths of growing older as it relates to my lifestyle?

Join us for a complimentary luncheon where we will focus on housing and options available to have a satisfying and rich life.

Seats are limited. Please complete the form on the right or call Lindsey Robran at 972-692-0909 to reserve a place for you and any guest you believe may benefit from this presentation.

We look forward to seeing you there.

Location: Maggiano's Little Italy - Plano

Munn & Morris Financial Advisors is not a registered broker/dealer and is independent of Raymond James Financial Services. Securities are offered through Raymond James Financial Services, Inc. member FINRA/SPIC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc.

Please complete the following form to reserve your spot. Upon completion, you will get a confirmation from someone on our team.