Wednesday, December 3, 2014

Dinner and information

On Monday evening my husband and I were invited to a catered dinner with our financial adviser and a few others. We really didn't know what to expect. My husband and I both had a frustrating day and it was hard to get motivated to go. I told my husband I hadn't planned dinner so we might as well go and eat.

We are so happy we went. It was informal and the food was great. There were 14 of us, which included our financial adviser and her spouse. Also, our financial adviser  had her boss there to help answer any financial questions or concerns we may have. We talked during dinner and found the information to be helpful in planning ahead for future retirement. At the end of dinner we were asked if this was a helpful format or if we would prefer a more formal meeting with power point. We all agreed this was a nice format and less intimidating. The food was great not only in taste, but presentation.

Then came the reason she had us all there for this dinner.  I was pleasantly surprise when all she said was she wanted to have an informal way to get some of her clients together and share a few thoughts and answer questions. She asked us to help her by referring our friends her way. She did let us know she would follow up soon with each of us. She wanted to give us time to think of questions we may have that we didn't ask.

I wish I had taken a picture of the food as it was beautiful. Also, the water was great, it had a plant in it that I could not seem to figure out. I knew it was something I had smelled and tasted before. I finally asked and found out it was Rosemary in the water. I should have known as that is one of the essential oils I have.

A great evening of a nice dinner and information 

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