Personal Free Meal Seminar Built Around Your Schedule

Take Advantage of This Personal Meeting With A Little Hospitality From Dorion-Gray.
You’ll Receive A Professional Review of Your Current Retirement Plan and Investment Portfolio.

Join us for a complimentary review of your current plans and assets, including your personal vision for retirement. This professional assessment with a qualified advisor can help you determine any changes you may need to make at this time – both personally and financially. Additionally, we’ll share our thoughts on how future events might affect your plans.

We offer two approaches:

• Partially personalized – based on what you tell us about your goals and financial history
• Fully personalized – based on a completed questionnaire

We can meet anytime with you and your spouse, Monday through Saturday for breakfast, lunch or dinner.* Our Free Meal Seminar is designed individually to suit you.

This program will provide you with our best thinking along with a professional “snapshot” of your investments and plans. No strings attached. No obligation. No sales pitches or biased information. Just a professional review of your resources and how well they match up with your current vision for retirement.

Please contact us at 815-459-6800 to set up a personal Free Meal Seminar at your convenience.

* Free Meal Seminars are held in a private room at a choice of several top restaurants. Breakfasts are catered in our office conference rooms. Minimum Investable Assets: $250,000.