Over the past few weeks, I have called about 6-7 times and have left 4-5 messages with my name and number. Not once have I hootenanny a person or a call back. I used to LPL advisor too.
Feb 2021
Had the opportunity to take a personal finance/retirement class/workshop with Jason Linn at Leeward CC.The 3 3-hour sessions were very informative. The opportunity to meet 1 on 1 with Jason as a couple was invaluable.He took a look at our current financial situation and imparted some nuggets of wisdom that we could apply starting that day.I look forward to the next 3 years to see how everything we talked about in the session works out. Hope to see you in 2023!
Over the past few weeks, I have called about 6-7 times and have left 4-5 messages with my name and number. Not once have I hootenanny a person or a call back. I used to LPL advisor too.
Had the opportunity to take a personal finance/retirement class/workshop with Jason Linn at Leeward CC.The 3 3-hour sessions were very informative. The opportunity to meet 1 on 1 with Jason as a couple was invaluable.He took a look at our current financial situation and imparted some nuggets of wisdom that we could apply starting that day.I look forward to the next 3 years to see how everything we talked about in the session works out. Hope to see you in 2023!