An Informational Capstone Video: Capstone Roundtable Explored
Yes! I would like to be invited as a guest to a Roundtable Dinner.
Investors with a portfolio of $700,000 or more are able to achieve an optimal level of diversification through asset allocation and are most able to benefit from our Roundtable discussions. We would like to extend Invitations to those people who are approaching retirement or are retired and have an investment portfolio of $700,000 or greater.
You might ask “Why is it a good idea to be invited to a Roundtable Conversation with strangers and talk about the private matters of my financial security?”
Strangers become comfortable acquaintances when enjoying conversation and good food and wine.
The conversation is a time to receive information in the confidence that nothing is asked in return. No personal information is shared, no action is required.
The conversation about financial matters is based on impartial academic research, years of experience and easy to understand examples.
The conversation is void of insurance and investment products disguised as marketing research and sales pitch. In other words, there are no strings attached. No sales gimmicks.
We do hope you will consider a private conversation in the future with us at Capstone, for independent objective advice addressing your financial security, asset protection and legacy planning.
Next Roundtable Dinners:
Choose from an evening in September, October, or November 2012