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CincyDem

(7,150 posts)

3. This will vary from advisor to advisor.

Reply to irisblue (Reply #2)

Wed Jun 5, 2019, 09:11 AM

Jun 2019

There’s no legal requirement. If you’ve got a postcard invite just take it. They may ask for DL but hey, we seniors can be forgetful. Lol

Some will ask. Most will just so damn happy that someone wants to listen they thank you for being there whoever you are.

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I got a 'personal invite' to a financial services seminar, do they check your ID when you get there? [View all] irisblue Jun 2019 OP

Seriously though, if you get one for elder law, go to it. 3Hotdogs Jun 2019 #1

Already did the POA, Med POA irisblue Jun 2019 #2

This will vary from advisor to advisor. CincyDem Jun 2019 #3

Thx so much irisblue Jun 2019 #4

Does it come with lunch? A lot do unc70 Jun 2019 #5

This one is a dinner at a place I went to for an anniversary dinner 15 yrs ago irisblue Jun 2019 #6

Realize that the dinner comes with a sales presentation, and making a sale No Vested Interest Jun 2019 #7

Oh yeah I do irisblue Jun 2019 #8

LOL No Vested Interest Jun 2019 #9