TrueHolistic Family Feud

Dear Friend:

Survey says…it’s time to play TrueHolistic Family Feud!

Our November Lunch & Learn event features our TrueHolistic team forming ‘families’ to guess the top answers to financial planning survey questions. Will our Client First professionals be an asset or a liability for their teams?

• Justin Krueger, CFP®, Head of Financial Planning, Partner
• Brad Draeger, Client Planning Team Lead
• Cade Miskimen, Client Service Specialist
• Dominique Heberer, Client Service Team Lead
• Emily Zarling, Client Service Specialist
• Katie Greefkes, Client Service Specialist

The surveys will cover financial planning topics that affect most clients at one point on their financial journeys: investments, taxes, and insurance. Each family will have the chance to guess the most popular answers and gain points for their team.

A special guest host will keep the families in check while they clash to rack up the most points and win the game. Only one family will emerge victorious.

It is our privilege to provide a fun and engaging environment to learn more about financial planning during, “TrueHolistic™ Family Feud!”

Join us on Wednesday, November 20th. Please click the button to reserve your seat.

What: Eat good food, learn more about how TrueHolistic™ financial planning can help you secure the financial confidence you deserve.

Where: The Columbian (3245 Lighthouse Lane, West Bend, WI 53090)

When: Wednesday, November 20th | 12 Noon -or- 6:30PM (doors open 30 minutes prior)

Space is limited, to reserve your seat as soon as possible, please click the button.

Helping you navigate your financial situation & tax plan,

Justin Krueger

Head of Financial Planning, Partner

Host or Publisher Client First Tax and Wealth Advisors