Potential Events from Financial Planning Partners! Financial Planning Partners Events: Would You Be Interested? Now that we can get back together, Financial Planning Partners is thinking about having an event or two. We'd like to provide a 15 minute "program" during our gathering. We want to make sure you have fun, but also get some information you can use. For each topic described below, please mark the level of interest you have in hearing about it. By answering these questions, we can design an event that is meaningful for you. OK Question Title * 1. Life Transitions: Everyone will make many transitions on their journey through life. Learn how we may be able to help you make a more successful transition. I'd love to hear 15 minutes about that! That might be interesting. No, no no. That's not something I'd like to hear about. OK Question Title * 2. Megatrends, Own The Future: Let's discuss today's most exciting opportunities - from autonomous driving to artificial intelligence - and how we can access them through investing. I'd love to hear 15 minutes about that! That might be interesting No, no, no. That's not something I'd like to hear about. OK Question Title * 3. The Psychology of Investing: Thought and emotions affect investment decisions. Learn about your behavioral tendency's and put a plan in place to mitigated the impart of loss and envy can have on your goals. I'd love to hear 15 minutes about that! That might be interesting. No, no, no. You already talk about that all the time anyway. OK Question Title * 4. Sustainability, The New Standard for Investing: We will share some of the myths around sustainable investing and share stories that make the case for sustainability as the new standard. I'd love to hear 15 minutes about that! That might be interesting? No, no, no. That's not something I'd like to hear about. OK Question Title * 5. Social Security and Your Retirement: Learn ways you can maximize benefits and gain confidence as you approach retirement. I'd love to hear more about that! I'm thinking about retirement. That might be interesting. No, no, no. That's just not relevant to me. OK Question Title * 6. When Your Health and Your Money Intersect: The impact of your health on your wealth can grow through higher medical expenses, increased living costs and cognitive decline. Start a discussion about key health and longevity issues with your family and learn about creating the necessary legal documents to protect wealth and legacy. I'd love to hear about that! I'm thinking about legacy planning. That might be interesting. No, no, no. That's not relevant to me. OK Question Title * 7. What else might you like to hear about? ROTH Conversions Charitable Giving Strategies Investing through models Long-Term Care Insurance options OK Question Title * 8. Joan M. Gilles CRPC, CLU, ChFC Financial Advisor & Coach. Securities and advisory services offered through Cetera Advisor Networks, LLC, member FINRA/SIPC. 8530 Eagle Point Blvd., Suite 100, Lake Elmo, MN 55042. 612 436-3733 jgilles@financialplanpartners.com jgilles@financialplanpartners.com OK DONE