Lunch and Learn: Get Your Fiscal House in Order

Event Details

Join us for our Lunch & Learn on Wednesday, February 1st from 11:30 a.m. to 1:00 p.m. to discuss how to get your fiscal house in order.

We will discuss:

• How to take financial inventory
• The role of an estate plan
• How to set your savings on auto-pilot
• Smart tax moves to consider
• How to create your personal financial roadmap

This event will be hosted by Greg Gale, Vice President/Branch Manager of NOVA Home Loans – Scottsdale, and Andrew Rafal, President of Bayntree Wealth Advisors.

Guests are welcome. Lunch will be provided. You don’t want to miss this one!

Venue

Nova Home Loans - North Scottsdale
8800 E Raintree Dr #110, Scottsdale, AZ 85260

Date

Wednesday - February 1st, 2017

Time

11:30 a.m. to 1:00 p.m.

Map

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