NAFE San Antonio
   
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WELEAD July Luncheon

  • Wednesday, July 10, 2013
  • 11:30 AM - 1:00 PM
  • Flemings Prime Steakhouse, 225 East Basse Rd, San Antonio, TX 78209

Registration

  • This fee is for members only who PRE-PAY. Please note that members who do not PRE-PAY through this system will pay $30 at the door.

    If you are logged in and bringing a guest, please register your guest as a non-member or log out and register your guest separately as a non-member. Any non-member fees owed will be collected at the door. Thank you!
  • This registration option is for those members who prepaid their lunches for the year.
  • Please note that non-members who do not PRE-PAY through this system will pay $40 at the door.
  • If you are a Sponsor who receives free luncheon invitations, please choose this registration and enter your Registration Code below.

Registration closes at 5:00 PM on the MONDAY before the meeting. If you missed online registration, you can pay "at the door" prices as a walk-in.



Tiffany Mock-Briggs 

The Mock Selva Group – Merrill Lynch Wealth Management


Tiffany Mock-Briggs began her career at Merrill Lynch in 2004. She focuses on providing her clients with strategies to manage both sides of the balance sheet; investments and liabilities. As a CRPC®, "Chartered Retirement Planning Counselor®," Tiffany assists individuals and families with long-term goals of retirement planning, education planning, and investment guidance. She also enjoys working with small to mid size business 401k plans, taking interest in the education and enrollment process for plan participants.

____________________________________________________

How Men and Women Differ about Money and Investing

By 2020, women are expected to control 50% of the total private wealth in the U.S. However, many women don’t feel that the wealth management industry fully recognizes their financial values and concerns, and therefore feel their needs are not well-served.  How can women address this and prepare for retirement?

Attendees will learn improvements in:

1. How Women look at money and investing. The experiences that shape how they do this, and the gender differences in processing information.

2. Challenges typically unique to women such as caring for aging parents.

3. Estate planning for women

____________________________________________________ 

*Networking Begins: 11:30 A.M*
*Meal Begins: 11:45*
*Meeting: 11:50-1:00*
*More Networking: 1:00-1:30*

Please note that in order for us to meet RSVP requirements from Fleming's, the prepay registration option will end at 5:00 PM on the Monday before the meeting. If you miss online registration, you can still attend as a walk-in. We are unable to accept special meal requests. 

Check-In Procedures:

1. There will be two entry lines - one for pre-payment via PayPal and one for payment by cash/check at the door.

2. Pre-printed name badges for members will be available inside the room, after checking in.

Parking:

There is parking available directly in front of Flemings in their main parking lot. There is additional parking in the adjacent lot just west and south - in back of the movie theater and south of the southern most smoke stack.


"GIVE & YOU SHALL RECEIVE"

 

Please bring a donation to help support our 2013 charity partner, Alpha Home, a non-profit treatment center providing specialized services to chemically dependent women.

 

This month, we are asking that you help by bringing children’s group craft supplies.


Door Prize

If you would like your business mentioned in our next newsletter, please bring a door prize with a retail value of $25.00 or more to the meeting.

 

Your business name will be linked to your website, if you deliver the prize with a business card containing that information.

 

 


Menu

Salad

Classic Caesar


Bread


Choice of One Entree

(You'll give your selection when you are seated.)

Filet Mignon

Grilled Chicken Breast

Barbecue Scottish Salmon

Vegetarian upon request


Sides Served Family Style


Beverages

tea or water


**Please note that we are unable to accept special meal requests.


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NAFE San Antonio PO Box 461506
San Antonio, Texas 78246

Thank you to our Platinum Sponsors:

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