True North Advisors invites you to a Client Appreciation luncheon for you and your spouse/partner on Saturday, May 7^th. 

We’ve missed you so much!  We all endured a very challenging two years and even though we are not completely free of Covid, things are better now.  We thank you for working with us during Covid via Zoom calls. 

We are so excited to be able to invite you to a client event again and look forward to seeing you in person!  We will update you on our transition, recent developments, and our future plans.  We also have a special guest speaker, Dan Slater, a Partner/Head Actuary of Core Income Advisors to provide an insightful look into an "Actuary's Perspective of today's Retirement Risks".

DRESS:  Resort Casual

RSVP:   We ask that you reply NO LATER THAN April 20^th.  When you register please indicate the names of your guest in the message section of the registration. We will send a seperate email with menu selections.

COVID PROTOCOLS:  We respect everyone’s perspective on personal protection and vaccinations.  However, in order to protect all the attendees, if you are exposed to Covid prior to the event, we ask you to test yourself and refrain from attending if you tested positive or have any symptoms.