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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