Survey says…it’s time to play TrueHolistic Family Feud!

Our November Lunch & Learn event features our TrueHolistic team forming ‘families’ to guess the top answers to financial planning survey questions. Will our Client First professionals be an asset or a liability for their teams?

● Justin Krueger, CFP®, Head of Financial Planning, Partner
● Brad Draeger, Client Planning Team Lead
● Cade Miskimen, Client Service Specialist
● Dominique Heberer, Client Service Team Lead
● Emily Zarling, Client Service Specialist
● Katie Greefkes, Client Service Specialist

The surveys will cover financial planning topics that affect most clients at one point on their financial journeys: investments, taxes, and insurance. Each family will have the chance to guess the most popular answers and gain points for their team.

A special guest host will keep the families in check while they clash to rack up the most points and win the game. Only one family will emerge victorious.

It is our privilege to provide a fun and engaging environment to learn more about financial planning during, “TrueHolistic™ Family Feud!”

This Presentation is part of our FREE Education Series. View more >

We help people secure the financial confidence they deserve.

This presentation is for informational and educational purposes only and should not be used to make investment decisions. All images are for illustrative purposes only. Full disclaimers, disclosures, and terms of use can be found here. Clients of Client First Investment Management, LLC may maintain positions in the securities discussed in this presentation. Client First Investment Management, LLC is a SEC registered investment advisor.