Munn & Morris Monthly Seminar Series
Our monthly programs are designed to fit into your work day, offering lunch-and-learn opportunities to help educate and update our clients and friends on important topics. Below is a list of currently planned events. Select one to learn more and RSVP.
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You just turned 66, the office party in your honor was a blast. You said goodbye to the water-cooler crowd and are now headed towards that great unknown, called retirement. Nervous is an understatement. Among other things, you’re wondering if your money will last as long as you do. So how do you approach your portfolio now that you’re no longer collecting a paycheck? Join us for a complimentary presentation as we discuss guidelines for investing your portfolio after retirement.…Find out more »
It’s more important than ever for students and "about to be" college students to make smart decisions about financing their education. Whether you are a recent high school graduate, are a current student, or already have student loans, we have a complimentary presentation to help you make the best decisions. During this informative and interactive seminar, you will be presented a guide to realistically affording your education, including: Evaluate your college selection factors Learn what universities look for in candidates…Find out more »