Last night at Dish T'Pass in downtown Chattanooga we enjoyed great food, drink, and community. 15 or so new friends sampled a variety of hors d'oeuvres and chatted about the evening's topic: Checking Off a short list of basic "pre-planning" tasks.
It is just reality that people generally prefer to put off talking about things like death, illness, and disability - the idea of this event is to encourage folks to take a minute and just check these items off and move on to happier topics!
For the event last night, we had an attorney on hand to answer basic questions around estates and wills, an insurance agent to offer guidance on minimum coverage, and David from DRW Financial to chat about core planning concepts.
Good food, nice conversation, and a little bit of valuable information - the ingredients for a successful event!
Stay tuned for invitations to the next event in the "Social (study) Hour" series (tentatively scheduled for late July).
David R Wattenbarger, president of DRW Financial
DRW Financial is a registered investment advisory (RIA) and is registered in the states of Tennessee, Illinois, and Georgia.
INFORMATION PRESENTED IS FOR EDUCATIONAL PURPOSES ONLY AND DOES NOT INTEND TO MAKE AN OFFER OR SOLICITATION FOR THE SALE OR PURCHASE OF ANY SPECIFIC SECURITIES PRODUCT, SERVICE, OR INVESTMENT STRATEGY. INVESTMENTS INVOLVE RISK AND UNLESS OTHERWISE STATED, ARE NOT GUARANTEED. BE SURE TO FIRST CONSULT WITH A QUALIFIED FINANCIAL ADVISER, TAX PROFESSIONAL, OR ATTORNEY BEFORE IMPLEMENTING ANY STRATEGY OR RECOMMENDATION DISCUSSED HEREIN.