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Learn At Lunch Via Zoom

with... Derek McCord

Knowledge is the key to a successful financial future.

Thursday, March 7, 2024 12:00 PM - 1:00 PM

This month's speaker: Derek McCord

Knowledge is the key to a successful financial future. I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them.

This helps me recommend products and strategies designed to meet their current, and more importantly, future needs. Along with a team of professionals, I offer guidance to my clients to help them reach their financial goals. I can provide comprehensive financial strategies and/or focus on one specific area of need. Whether your goals include preparing for milestone life events like retirement or college, protecting your family's future or you're simply looking for life, disability income or long-term care insurance protection, I promise a new level of attention, insight and capability. I offer an analysis of your current financial situation and help you to identify financial goals and concerns, illustrate what is being done to reach your goals, and identify gaps, if present, and offer solutions to help fill them. I am dedicated to making a difference in people's lives.

The meeting will be hosted online at Zoom.com The meeting link will be emailed to you upon pre-registration - RETAIN THIS EMAIL! Please note, download Zoom on your device of choice, register for your free account and test your device for audio/camera/microphone capabilities.

VERY IMPORTANT!! Just like checking in at our in-person meetings, to enable us to check you in for the meeting your Zoom name must match your NCREIA account name - we need both first and last name to identify you.


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  • Members, Login to Register with the Member's Price
Members:
FREE for Members
Non-Members:
$20.00

Date:  Thursday, March 7, 2024
Time:  12:00 PM - 1:00 PM


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