Question - Luncheon

Oct 11, 2013
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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
  • Retirement income laddering
  • _______________ (Your idea)
  • Nothing like this would interest me

I'd appreciate any input, thanks.


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