This policy will allow all investment companies that are interested in providing a retirement seminar the opportunity to participate and list their company's name. It also removes BEEC from any liability and places BEEC in a role of being a provider of information only.
If your investment company is interested in holding retirement seminars, please complete the Excel spreadsheet attached to the information email. If you have several seminars planned for the year, it is best to include them all. Send the email at least two weeks before the first of the month. It may take two weeks to get the schedule updated on the website.
Include the month, date, company name, title of seminar, time, location, can guest or spouse attend, cost, is dinner included, contact name for RSVP, contact phone, contact email address, other info on the schedule. Email it back as an attachment and the schedule will be posted on our internet website for members to see.
Mandy Hernandez BEEC Membership Chair 281-834-1915 Mandy.firstname.lastname@example.org
BEEC does not endorse, sponsor or recommend any product or service by the financial consultant or their company. We assume no responsibility for consequences resulting from the use of, or in any respect, the content of the seminar, the financial consultant, or their represented company.
|MONTH||DATE||COMPANY||TITLE OF SEMINAR||TIME||LOCATION||CAN GUEST OR SPOUSE ATTEND?||COST?||DINNER?||CONTACT NAME FOR RSVP||CONTACT PHONE #||EMAIL ADDRESS||OTHER INFO|
|JANUARY||5||The Retired Millionaires Group||How to make and keep a million dollars when you retire.||6:00-8:00||Rich Country Club 549 Golden Gate Blvd. Rich, TX 72852||Yes||None||Yes||Richie Richemail@example.com||RSVP|